What We Do

Whether you are the CEO of a large corporation, the owner of a small family-run business, or an individual seeking retirement advice – the team at Guidance Advisors is ready to assist you! For over two decades, our team has been working with people just like you to plan prudently to meet their future financial needs.

Retirement Planning

Regardless of how close or far you happen to be, retirement is on the horizon. Benefit from objective financial advice and planning with the team at Guidance Advisors. Through an insightful and personal process, we create customized retirement income strategies centered on your needs and goals. Our team provides continued monitoring and ongoing reviews to assure your plan stays on track and is consistently focused on accomplishing your future financial needs.

Our holistic retirement planning services include:

  • Asset Protection
  • Risk Management
  • Estate Planning
  • Income Distribution Planning
  • Tax Minimization Strategies

Your financial life is personal. Not only does our team understand this, but we go to great lengths to protect your comfort and encourage confidence throughout our unique QUIET planning process. We believe prudent financial plans are rooted in trust, respect, and peace of mind.

Company Sponsored Retirement Plans

As the owner of a small business or non-profit organization, you have tremendous responsibilities that demand your time and attention. Fulfilling your role as a Fiduciary to your employees’ corporate sponsored 401(k) and 403(b) plans is an additional weight you don’t have to carry alone. Aside from being charged with protecting your participant’s best interests, you also have the responsibility of:

  • Educating employees about investment options
  • Providing investment options that are diversified
  • Creating a plan that is good for the company owners and the employees
  • Reviewing investment options annually
  • Providing investment options that are reasonably priced
  • Providing a well documented, prudent process of objective investment allocation oversight

Guidance Advisors assists businesses with their employer-sponsored retirement plans, endowments, and corporate investment opportunities. Our comprehensive services and prudent processes support you in your role as a retirement plan fiduciary. We work to minimize your liability by ensuring you fulfill your legal responsibilities to your employees with documented prudent processes to meet your Retirement Savings Plan’s objectives.