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Guided Financial Advisors

To maximize life's potential through aligning values and goals.

Integrity

Honest with strong moral principles and ethical standing

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Driven

Determined work ethic in fulfilling obligations to others and ourselves

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Accountability

Responsibility for our actions, decisions, and commitments

Diversity

Open and accepting to different thoughts, beliefs, and backgrounds

Services, Approach & Solutions

How we accomplish goals.

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Resources

Flipbooks, videos, calculators & more.

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Contact Us

Complimentary consultations and questions.

Welcome to Guided Financial Advisors

Guided Financial Advisors, a leader in independent, comprehensive financial planning and wealth management. With our Guided Approach and Guided Solutions we are confident in being able to turn your financial goals and objectives into realities.

As a team of highly trained and experienced professionals with knowledge in many areas of finance, we offer customized financial plans, advice, and solutions with unmatched service and support.

We hope you find value in exploring the resources and tools our site has to offer. Please contact us if you have any questions or if there is anything we can help with.

Guided Approach & Guided Solutions

At Guided Financial Advisors we use our Guided Approach in tandem with our Guided Solutions to help clients realize their goals and ambitions through independent, comprehensive financial planning.

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Newsletters

HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lease Payment

How much would your monthly lease payment be?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators