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