Gain From an Independent Perspective
We are passionate about helping you achieve your financial objectives.
Since 1980, members of our team have been helping clients address their personal and business financial goals.
Our professional team has more than 150 combined years of dedicated personalized services to our clients. Guided Professional Solution's Wealth Managers hold many of the industry's most coveted professional designations, including: Certified Public Accountants (CPA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), Certified Wealth Preservation Planner (CWPP), Certified Wealth Strategist (CWS®), Certified Fund Specialist (CFS).
At Guided Professional Solutions, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Close alliances with other professional organizations add to our knowledge base. These alliances include:
- Trust and Estate Law Firms, Eldercare attornies
- Pension Design and Administration Firms
- Full-service Insurance Firms
- Professional Money Management Firms
- Certified Public Accountant and tax sonsulting firms
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough and most efficiently bases upon my risk tolerance and investment time horizon?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.