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Getting Started

Getting started with Guide Financial Group is easy. Simply contact us to schedule a meeting at a time most convenient for you. You’ll learn firsthand what makes Guide Financial Group a refreshingly objective financial services firm for you.

At our initial meeting, our goal is to sit down learn as much as we can to enable us to begin designing a strategy tailored around pursuing you and your family’s goals and dreams.

We suggest that you bring the following information to our first meeting:

  • Dates of birth
  • Social Security numbers
  • Most recent tax return
  • Addresses of various residences/investment properties
  • Bank and savings account statements
  • Brokerage, mutual fund statements
  • Annuity account statements
  • Life insurance statements
  • Retirement plan statements [401(k), IRAs, 403(b)]
  • Any estate planning documents
  • Debt, mortgage, credit card, auto loans, interest rates, amount of payments
  • Real estate values