Financial Planning
Financial planning is at the very core of the services we provide to individuals and families seeking to build, preserve and manage wealth over time. Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive fee-based financial plan designed to achieve multiple financial and lifestyle goals.
Investment Portfolio Management
Our asset management strategy alleviates the need to focus on day-to-day market performance and concentrates instead on the performance of investment portfolios relative to your unique goals. We will monitor, update and apprise you of portfolio performance and new opportunities as they arise.
Survivorship Program
At Guidant Wealth Advisors we understand what a difficult period the loss of a spouse can be. We developed our Survivorship Program to remove the burden of estate settlement tasks, and the associated paperwork and bill paying, allowing you much needed time to begin coping with your loss.
"Planning is bringing the future into the present so that you can do something about it now."
-Alan Lakein