Resources
Blogs
Our Ready. Set. Retire! blog highlights common questions and topics that our financial advisory clients ask of us. Below are our most commonly referenced blog posts by category.
I’m interested in working with Guidance Point. What should I know before I begin to reach out?
I’m considering hiring a Financial Advisor for the first time. Where do I begin? <Here!>
Top 5 Problems with Financial Advisors and How to Solve Them
How do I Choose A Financial Advisor?
eBooks, Guides, & How To Videos
Over the years, we’ve produced many intensive guides that assist our clients in figuring out complex financial issues. Below is a comprehensive listing of those resources:
I’m a Northern Light Health Employee. How do I navigate all the different retirement options available to me? See our guide here!
I’m looking to organize my finances and prioritize my financial goals. Download our comprehensive Financial Planning Questionnaire & Summary here!
I’m comparing several different Financial Advisors. How do I compare their costs? Use our Financial Advisor Fee Comparison Worksheet that compares up to 5 different firms and understand what a 30 year relationship will cost you.
Podcast
Investment Consultants from our team will soon be launching a Podcast highlighting stories of retirement success. We’ll also be interviewing attorneys, accountants, and thought leaders on what best practices they see in their clients as they approach retirement. Stay tuned!