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Our Services

We are a comprehensive wealth management and planning firm committed to helping our clients improve their long-term success and pursue financial freedom. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation and our passion.

As a client, you’ll have accessible to you the following specialized services:

  • Wealth Planning & Investment Services
  • Retirement Income & Distribution Planning
  • Tax Strategy Planning
  • Family Wealth Planning
  • Educational Events & Communication
  • Personalized Attention

Wealth Planning & Investment Services

  • Development of a personalized portfolio and continual monitoring of your investments
  • Frequent meetings to review and evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio
  • Recommendations regarding allocations within your employer-provided retirement plans
  • Aggregation tools for all your accounts to simplify and reduce paperwork

Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future to help you pursue a comfortable standard of living
  • Recommendations regarding the options for appropriate distribution strategy for your employer retirement plans and IRAs
  • Analysis of potential estate tax liabilities
  • Analysis of the beneficiary structure of your retirement plans
  • Review the possibilities of converting to a Roth IRA
  • Business owner exit planning

Tax Strategy Planning

  • Tax advantaged strategies including tax advantaged investments
  • Comprehensive review of your tax return to highlight potential opportunities to help reduce tax liabilities
  • Quarterly review of your tax situation to incorporate new tax law changes
  • Complimentary consultation with your tax preparer

Family Wealth Planning

  • Analysis of your current estate plan and potential tax liabilities
  • Assistance transferring assets to your Living Trust or other trusts
  • Review of beneficiary designations and asset titling
  • Analysis of your insurance and long-term care needs
  • Facilitation of a legacy session to educate the next generation
  • Complimentary consultation with your attorney
  • Guidance and advice in the event of the death of a loved one

Educational Events & Communication

  • Special reports on how to seek reduction of your taxes and other important topics
  • Quarterly newsletters to keep you apprised of the most current planning options
  • Fun and informative events including educational symposiums, client appreciation events and client advocate dinners

Personalized Attention

  • Frequent reviews
  • One-on-one planning for your life events
  • Independent advice
  • Secure online access to your accounts and online planning tools

Contact us today to schedule a complimentary financial check-up with one of our wealth managers.

Guide Financial Group and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.

Traditional IRA account owners should consider the tax ramifications, age and income restrictions in regards to executing a conversion from a Traditional IRA to a Roth IRA. The converted amount is generally subject to income taxation.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.