Services

Guided Wealth Portfolios might fit your needs if you…

  • Are just getting started and are not sure where to start
  • Want to be able to speak to someone every now & then, but don’t want to pay high fees
  • Want to have online access via your cell phone or tablet
  • Have old brokerage, IRA, or 401k accounts that are sitting idle and need attention

Our Guided Wealth Advising uses Guided Wealth Portfolio (GWP) state of the art website that builds an actively managed personalized portfolio based on your goals, age and risk tolerance, while providing access to an LPL Financial Advisor via phone, 24/7 online account access, and automatic account diversification and rebalancing. GWP has both a low $5,000 minimum to get started with low a 0.60% annual fee ( 60 cents per $100 invested ).

Guided Wealth Portfolios will help you get started toward your goals.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

A Traditional Advisory program might be right for you…

  • Are not sure how much risk you have in your current investments
  • Are not sure what to do when the markets get volatile and confusing
  • Are not sure if your investments are right for your goals and objectives
  • You want to be able to meet with an advisor periodically to discuss your situation

In a Traditional Advisory program we listen to your story to discover your goals and dreams while talking to you to discover how much risk you are comfortable with. We review your existing investments to see how much risk you currently have and then work with you to develop a risk managed investment plan that will help you pursue your stated goals without taking on more risk than you are comfortable with. We also will meet with you at least annually to be sure you are on track and make adjustments as needed.

Our goal is to help you make decisions with your money so you can work towards your goals and dreams.

To help you plan for your dream retirement, we…

Will discuss Social Security and review your options to maximize your lifetime income.

We will look at other potential sources of income. Do you have a pension, or other investment income to fund your desired retirement lifestyle?

Will look at your potential total income to see if it meets your budget.

Will work with you to develop a risk managed plan so you can manage your long-term retirement goals.

Will meet at least annually to review your situation and see if adjustments need to be made.

We are here to help you plan for your future, navigate obstacles and take way the burden of managing your finances so you can enjoy your retirement.

Have a Question

Thank you!
Oops!