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RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

What are Guided Wealth Portfolios?

Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24/7 access to your accounts. With GWP, we will be your personal advisor, dedicated to you and your goals. We will help guide you through the investing process one step at a time.

EXPLORE GUIDED WEALTH PORTFOLIOS

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Connections That Last Lifetimes

We build trusted relationships that last for lifetimes and are ready to serve you and your family.

What We Do.

Our only 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 our foundation of success.



Clients Are Our Core

Simply put, the client comes first. In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that that has the potential to grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to pursue your goals.

We serve as your trusted advisors and guide you through the many investment and financial decisions ahead.

Serving You

We work to uphold a fiduciary standard for our clients when providing advice and recommendations, meaning we always put your needs first.

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Transparent Communication

We will always be transparent in the commission or fee-based compensation we receive for managing or selecting investments in your account.

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Multigenerational Relationships

We specialize in building relationships with our clients and honor these relationships in everything that we do. We are more interested in cultivating our intimate client base than growing too large.

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Retire Happy Ebook

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

The Trust You Deserve

We earn the trust of our clients by focusing our time and effort in providing objective advice and exceptional service.


Relationship-Driven

We focus our time and effort in providing exceptional service and advice to the clients we serve. We have found that clients need and want this trusting relationship.

Customized Strategies

We leverage our relationship-based service model and our belief in cost-efficient investing to create comprehensive and tailored strategies that are specific to each client.