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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: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Calculators

Cash Flow Analysis

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators