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 ServicesRetirement Income & Distribution PlanningTax Strategy PlanningFamily Wealth PlanningEducational Events & CommunicationPersonalized Attention Wealth Planning & Investment Services Development of a personalized portfolio and continual monitoring of your investmentsFrequent meetings to review and evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolioRecommendations regarding allocations within your employer-provided retirement plansAggregation 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 livingRecommendations regarding the options for appropriate distribution strategy for your employer retirement plans and IRAsAnalysis of potential estate tax liabilitiesAnalysis of the beneficiary structure of your retirement plansReview the possibilities of converting to a Roth IRABusiness owner exit planning Tax Strategy Planning Tax advantaged strategies including tax advantaged investmentsComprehensive review of your tax return to highlight potential opportunities to help reduce tax liabilitiesQuarterly review of your tax situation to incorporate new tax law changesComplimentary consultation with your tax preparer Family Wealth Planning Analysis of your current estate plan and potential tax liabilitiesAssistance transferring assets to your Living Trust or other trustsReview of beneficiary designations and asset titlingAnalysis of your insurance and long-term care needsFacilitation of a legacy session to educate the next generationComplimentary consultation with your attorneyGuidance 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 topicsQuarterly newsletters to keep you apprised of the most current planning optionsFun and informative events including educational symposiums, client appreciation events and client advocate dinners Personalized Attention Frequent reviewsOne-on-one planning for your life eventsIndependent adviceSecure 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.