Your guide to financial freedomThe guide for your financial journeyGet Started
Your guide to financial freedomIs now the right time to retire?Know More
Your guide to financial freedomIs my portfolio aligned to meet my goals?Know More
Your guide to financial freedomHow will my divorce effect my financial well being?Learn More
Your guide to financial freedomWill my money last throughout my retirement?Learn More

Welcome to Guide My Finances

Whether it is personal investment management or assisting you with navigating the financial intricacies of your divorce, we can help you develop your financial vision and give you access to the information and tools you need to work towards your goals.

Want to learn more?  Click on the planning area which interests you.

Financial Planning

Many individuals view their financial plan simply as an investment portfolio. Not Us.  We believe financial planning is much more than investment advice and have found more meaningful results by combining financial planning with money management.

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Businessman with tablet

When was the last time you looked at your investment portfolio with your long-term goals in mind? It may be time to review, revise, and reorganize your money to make sure you are set up to achieve your future goals.

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Divorce Financial Planning

Many individuals entering the divorce process are faced with financial uncertainty. We work to assist divorce attorneys and clients with clarifying the effects of divorce and work to develop equitable settlements.

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Employeer Sponsored Plans

Does your company’s retirement plan work to recruit, retain and reward employees? It is important to review your plan regularly to ensure it is meeting the objectives of the company.

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