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The Guidant Planning Vision

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Our Holistic Financial Planning Approach

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Guidant Planning offers a holistic financial planning approach that begins by gathering together all the unique investments and plans you have made, putting the puzzle together and comparing what you’ve envisioned with what you’ve created. Sometimes the map you’ve created isn’t complete as it should be or the path you thought would lead you to retirement requires some rerouting – a consideration of different opportunities — to address that objective.

The ultimate goal of Guidant Planning’s holistic planning process is to identify these opportunities and provide creative solutions to affect positive change placing your retirement plan on the soundest possible basis. By evaluating your financial situation in the following areas, we work to create a well-designed map to guide you through retirement.

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