Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Our Process

For over 20 years, the team at Guidance Advisors has provided financial advice, investment strategies, and retirement plan advisory services to individuals and small businesses. Combining our industry training with decades of professional experience, our team delivers prudent advice and instruction to help you prepare for your future financial needs. Achieving greater clarity and financial independence is our focus as we work with you.

We believe each person is unique with their own set of cares, concerns and desires. We believe your investment strategy should reflect your individual needs. With Questions, Understanding, Insight, Explanation, and Transformation - we walk you through the QUIET process to develop an investment strategy aligned to your personal, professional and financial goals.

Our goal is for you to achieve greater financial peace with QUIET. Learn more about what you can expect when you work with our team by exploring below:

  • Questions: This first meeting is to get to know you, and for you to get to know us. This time is designed for you to express your questions and concerns about the current state of your investments and for us listen and ask Questions. This is also a time for you to discuss your future desires and what you hope to accomplish in retirement. These are your dreams and this is your life. We believe you deserve this time to help you gain a greater awareness of the opportunities that lie ahead.
  • Understanding & Insight: We define and refine your investment strategy with you. Every good fee-based financial plan requires Understanding. This provides the basis for recommendations that are uniquely suited for you. To gain Insight into your best options, we combine your current investment portfolio and your long-term desires, with a realistic projection of your future investments.
  • Explanation & Transformation: At this meeting, you receive a bound copy of your personalized QUIET strategy. We carefully Explain each area of your investment strategy - from your short-term goals to your long-term retirement needs. Once your tailored QUIET strategy has been thoroughly explained, the Transformation truly begins.

Our services are focused on your individual needs. We address your current circumstances with an eye toward the future. You and your story are our focus. Our commitment is to provide you with a listening ear with clear guidance. With Guidance Advisors, you can rest assured that your personal investment strategy will be yours, and yours alone. Please consider calling our team to learn more how to get started today.