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We Put Your Interests First...
We Believe You Deserve Access to Unbiased Financial Advice

  • Our flat-rate financial planning process allows us to charge an hourly or fixed rate for our time, rather than selling you products you may or may not need.
  • The process begins with us getting to know you, your goals, and your needs. (Don’t worry. We can help you with this)
  • We will analyze all relevant data and present you with a comprehensive plan that outlines the recommended strategy.
  • Our summary of recommendations will give you the information to implement the plan on your own, or if you like, we can assist with implementation.

We Put Your Interests First...
We Believe You Deserve Access to Unbiased Financial Advice

  • Our flat-rate financial planning process allows us to charge an hourly or fixed rate for our time, rather than selling you products you may or may not need.
  • The process begins with us getting to know you, your goals, and your needs. (Don’t worry. We can help you with this)
  • We will analyze all relevant data and present you with a comprehensive plan that outlines the recommended strategy.
  • Our summary of recommendations will give you the information to implement the plan on your own, or if you like, we can assist with implementation.

Services

Personal
Planning

Building and maintaining your personal wealth requires specialized guidance. Whether you are saving for a house, need a savings plan for college, or you’re working on retirement, our financial planning process can help you create the right steps as you work towards your financial goals.

Investment
Management

Our financial planners will help you Identify your investment goals and take the necessary steps designed to maximize your returns while minimizing your risk.

Retirement
Planning

Prepare for a comfortable retirement with our retirement financial planners who will analyze your assets and income, and identify sound strategies that strive to make your money last as long as you need.

Divorce
Financial Planning

Our certified divorce financial planners can help you clarify what your new single life will look like from a financial standpoint as well as advise you in financial planning and investment strategies moving forward.

Stock Compensation
Sale Strategy

Many executives of publicly traded companies receive a large share of their income in the form of stock. We work with them to understand how and when to sell shares to minimize taxes and ensure proper diversification in your investment portfolio.

Strategic
Inheritance Planning

Many people lose half their inheritance to thoughtless spending or mismanagement of investments. Having a strategic inheritance plan in place can help you avoid losses and will give you a plan to stretch your inheritance to last over time.

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Our Team

Our team of certified financial planners can guide you in making the right financial decisions for your particular needs.


Service and attention are our top priority. Jackie Mazur and the Guide My Finances team work to ensure clients have a point of contact to get questions answered, to schedule appointments and to assist with transactions. Our team approach allows us give our clients the level of service they deserve.

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Schedule A Consultation

 

When was the last time you looked at your investment portfolio with your long-term goals in mind? Let’s discuss how we can help as you work towards achieving your financial goals.

 
 
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