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Fee-Based Financial Planning

Holistic financial planning is
a process that includes properly managing your
finances as you define and redefine
your life's goals

Guidant offers fee-based Financial Planning services as the core of the services we provide to individuals and families seeking to build, preserve and manage wealth over time. Fee-based financial plans allow us to work in your best interest.

We enjoy conversing with our clients. Guidant Wealth Advisors gathers relevant financial information and examines your current financial situation against your future financial goals. We develop a stratetgic plan for you to pursue your goals.

Your comprehensive financial plan will be designed to help you work toward achieving multiple financial and lifestyle goals and will address every area of your financial future.

Wealth Management
Investment Management
Advanced Retirement Planning
Secure a mortgage refinance

Risk Management

Protecting yourself, your loved ones or your business against unexpected events is a fundamental aspect of financial planning. Closing the gap on potential risks can be tricky without a comprehensive plan and process that methodically evaluates all potential risk factors.

That’s why risk analysis is an integral part of our ongoing process. We continually

  • identify and analyze all risk factors and
  • make objective and unbiased recommendations  

to provide you with the confidence you seek.

 

Tax Planning

Nearly all financial decisions have tax ramifications. Tax liabilities associated with

  • income, estate, gift, state, excise, sales taxes

can take a real toll on your wealth. Our team of experienced professionals can help coordinate the various aspects of your financial plan to maximize tax-efficient strategies in line with your overall financial goals.  

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Insurance

When planning for long-term healthcare needs, it’s important to keep in mind that:

  • Medicare is not nursing home insurance and does not cover long-term care
  • Private medical insurance or Medicare supplement plans do not cover maintenance care 

Long-term care insurance can help manage healthcare costs and reduce the impact of inflation while helping to ensuring your healthcare needs, and those of loved ones, are covered well into the future. Adequate financial planning now can help prevent a lifetime of assets from falling short when you need them most.

 

Estate Planning

Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

We will help you articulate your estate planning goals and we will work closely with your tax and legal advisors to help ensure your financial plan reflects your estate planning needs. Or, if you prefer, we can provide our own team of professional advisors adept at the intricacies of estate and tax planning*. Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating today’s complicated tax and estate laws. *Legal services are not offered by LPL Financial or Guidant Wealth Advisors.

Unique Survivorship Program

Legacy Planning

Charitable giving can provide tax benefits for you and your heirs. A full assessment of the short- and long-term tax and estate planning implications is conducted to help you pursue your wealth management objectives.
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Education Planning

Whether you’re paying tuition costs now or saving for a future goal, it’s important to help ensure that your education strategy is compatible with your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. It’s important to remember that while education expenses can be funded through borrowing, retirement expenses cannot.

Since we’re an independent firm, we’re under no pressure to recommend proprietary education savings programs or investment products. Our only concern is which program best addresses your needs. The following are among the most popular education savings plans available today:

  • 529 Plans
  • Coverdell Education Savings Accounts
  • Uniform Gifts to Minors Act
  • Uniform Transfers to Minors Act   

An extended team of specialists
In addition to comprehensive financial management, clients of Guidant Wealth Advisors enjoy access to a team of outside allied professionals.* Each is a specialist in related personal financial disciplines: 

  • Attorneys
  • Bankers
  • Estate Planners
  • Tax Planners and Preparers
  • Insurance Experts

*Allied professionals are referrals to outside service providers that are not affiliated with, nor endorsed by, LPL Financial or Guidant Wealth Advisors.

Receive a complimentary Financial Plan.*


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Securities offered through LPL Financial, Member FINRA / SIPC.
Investment advice offered through Guidant Wealth Advisors, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI.