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