What We Do

Introductory Discussion

At Guidance Point Advisors, we believe that a strong foundation is the key to success. We start our relationship with clients by getting to know one another. We spend time learning about their unique situation and explain to the client who we are and how we work.

We Understand Your Financial Condition

Everybody’s situation is different. We want to ensure that we are customizing our investment strategy and financial plan for you. We can only do that by getting a complete and full picture of each of our clients lives. We want to understand our clients’ goals and hopes for the accounts that we manage.

We Develop a Personalized Financial Plan

By creating an individualized financial plan, we are able to better help our clients achieve their goals. We use each client’s financial plan as a blueprint for their investment strategy. The financial plan becomes the backbone of our relationship with our clients and we make sure that it is up-to-date on an annual basis. The financial plan covers everything from investments to insurance to basic estate planning.

Account Setup

Once we have determined that working together makes sense, we begin the account setup process. We open whatever accounts are necessary and help our clients through the paperwork process. Every account is held with a third-party financial institution. We believe that by having the account held by an independent third-party, this creates more transparency in our investment management process.

Customize Investments to Your Plan

Once your accounts are set up, we have another conversation and meeting regarding your investment strategy. We go over your risk tolerance and goals for the account to determine the appropriate asset allocation for you. The investment strategy doesn’t need to be stagnant, in fact, it will change depending on where you are in your life and how the financial plan is progressing. We also take time to explain to you the investments that we use in your account.  We want to make sure that you completely understand and are comfortable with the investment strategy.

Oversee, Manage & Report

We are focused on making sure that clients stick to their agreed upon investment strategy. We rebalance client accounts regularly, have at least annual meetings with every client and always make sure that their financial plan is up-to-date and accurate. Clients receive  statements from their custodian no less than quarterly and  performance reports from Guidance Point quarterly. We believe that by having a great relationship with our clients, we are better able to work with them to help them reach their financial goals.