Financial Planning

At Guide Star Financial we understand the pillars of a fortified financial plan are interdependent. We are the firm who puts it all together.

Keeping a Focus
On Your Financial Future

No matter what your level of wealth, working with Guide Star Financial can help you pursue your goals.

Together, we’ll build a comprehensive strategy for managing your financial life and creating a long-term plan customized to your needs.

Business Planning

With an understanding of your business objective, we help you maximize workplace benefits and facilitate a succession plan.

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Investment Planning

In our experience, successful investors are acting continuously on a plan. Unsuccessful investors are reacting continually to market and economic news.

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Estate Planning

Estate planning creates a master plan for the management of your property during life and the distribution of that property at death, allowing for the transfer of wealth to whom and when wanted, at the lowest possible cost.

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Tax Planning

Tax law is an ever-evolving financial burden. Following a thoughtful plan regarding your income, investment selection, and transfer of property is key to navigating tax hurdles and ultimately persevering your resources for you and those you care about.

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Retirement Planning

We identify and illustrate retirement cash flow needs, structure an increasing income, mitigate challenges, and optimize retirement benefits.

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Risk Management

Your first line of defense is to identify your sources of risk and then to either avoid or minimize the major exposures. Your last line of defense is insurance.

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Charitable Giving

We explore strategies to make the most of your charitable intentions. Structured properly, charitable gifts can reduce taxes, increase income, and support the charity of our choice.

Faith-Based and Socially Responsible Investing

Is there anything you wish to avoid supporting with your investment funds? Let us help you customize your portfolio to align your investments with your core beliefs.