Financial Guidance Group, Inc.

From our years in the financial advisory business, we have found that we can provide the most benefit to:

Individuals who want objective, fee-only advice that is not driven by commissions or sales fees

People desiring an organized, disciplined approach to their finances

People who lack the time, knowledge, inclination, or temperament to go it alone in personal finance matters

Those who want second opinions on financial issues or plans

Individuals who need anything from a comprehensive plan to advice on one subject such as college planning, retirement savings, tax strategies or investment management

If you are among any of the following, you should probably NOT consider working with us:

Folks who like not knowing what they pay their broker

Investors who like the excitement of changing their investment holdings frequently in an effort to time the market

People who want to spend 5-25% of their estate for handling probate and then give up to 50% of what is left to the government

Individuals who want to leave their spouse and family in a precarious position after their death

Those who are under the misconception that Social Security will take care of them

We serve a wide range of clients, from those just starting out to those preparing for, or already in, retirement. We also work with companies to help them structure retirement plans and with non-profit organizations needing investment management services.

If you have recently entered the workforce or started a family, you probably have several questions:

You may also be burdened with growing credit card debt. Financial Guidance Group, Inc. can help you develop a plan to get off to a great start.

You are nearing retirement after years of hard work. You've diligently built your 401(k), IRA or other retirement vehicle, but you are not sure if you are on the right track. You need an objective opinion to tell you if you can retire when you want and, more importantly, how you want. You may also have other pressing questions like sending your kids to college or helping your aging parents. Financial Guidance Group, Inc. can show you how to get where you want to be so you don't have to worry.

You worked hard for a living and now you want to enjoy the retirement you always envisioned. You want assurances your life savings are invested prudently by managers with the proper professional credentials. Financial Guidance Group, Inc. will manage your money conservatively by actively monitoring a diversified portfolio so you can enjoy your retirement.

Company Retirement Plans

If you are responsible for your company's retirement plan, you are faced with the same issues most companies are:

If extensive fiduciary assistance, simplified, model portfolios and low cost options sound good to you, you need to contact Financial Guidance Group, Inc.

Trustees and Fiduciaries

We help clients who serve as trustees or fiduciaries develop prudent plans for managing assets. Whether you manage a family trust or charitable foundation, we can help you build the value safely with a focus on tax efficiency.