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.
With an understanding of your business objective, we help you maximize workplace benefits and facilitate a succession plan.Learn More
In our experience, successful investors are acting continuously on a plan. Unsuccessful investors are reacting continually to market and economic news.Learn More
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.Learn More
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.Learn More
We identify and illustrate retirement cash flow needs, structure an increasing income, mitigate challenges, and optimize retirement benefits.Learn More
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.Learn More
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.