Our Typical Clients

We serve a wide range of clients, from those just starting out to those preparing for, or already in retirement. We also work with companies to help them structure retirement plans and with non-profit organizations needing investment management services.

•    Starting Out (Generation Y, Born 1977- 2002)

  • If you are a young professional just starting a family, you probably have several questions:

    How do I develop a spending plan? Am I saving enough for retirement? What should I do for my child's education?

    Financial Guidance Group, Inc. can help you develop a strategy to get off to a great start.

•   Pre-Retirement (Generation X, Born 1965-1976)

  • You are nearing retirement after years of hard work. You've diligently built your 401(k), IRA or other retirement vehicle, but you are not sure if you are on the right track. You need an objective opinion to tell you if you can retire when you want and, more importantly, how you want. You may also have other pressing questions like sending your kids to college or helping your aging parents. Financial Guidance Group, Inc. can show you how to get where you want to be so you don't have to worry.

    Services

    Retirement Planning College Planning Investment Management
•   Post Retirement (Baby Boomers, Born 1946-1964)

  • You worked hard for a living and now you want to enjoy the retirement you always envisioned. You want assurances your life savings are invested prudently in a reduced-risk manner by advisors with the proper professional credentials. Financial Guidance Group, Inc. will manage your money conservatively by actively monitoring a diversified portfolio so you can enjoy your retirement.

    Services

    Investment Management Estate Planning Long-Term Care Analysis
•   Company Retirement Plans

  • If you are responsible for your company's retirement plan, you are faced with the same issues most companies are:

    Extensive fiduciary requirements Poor employee education and participation rates High costs of plans

    If extensive fiduciary assistance, simplified, model portfolios and low cost options sound good to you, you need to contact Financial Guidance Group, Inc.

    Services

    Plan Development Investment Planning Performance Monitoring
•   Trustees and Fiduciaries

  • We help clients who serve as trustees or fiduciaries develop prudent plans for managing assets. Whether you manage a family trust or charitable foundation, we can help you build the value safely with a focus on tax efficiency.