GET ORGANIZED, ORIENTED, AND MOVING

Taking your first steps onto the financial landscape can be a daunting task. Even the most ardent do-it-yourselfers and financially informed are prone to moments of uncertainty about the actions they are taking.

In the past, the most challenging part of seeking guidance from a financial advisor has been the ridged structure of how services were offered. Typically, it required that you have a minimum of investable assets or were willing to pay a large one-time fee.

These formats left many people, including those getting started, people with debts, do-it-yourselfers, people with tighter budgets and many others without a means to access sound financial advice.

OUR SOLUTION: FINANCIAL GUIDE SERVICES

  • Let us be your guide through the financial ecosystem. The primary focus of Financial Guide Services is to provide you with access to professional financial advice. The advice is yours to implement however you see fit. There is no expectation that any further transactions will be performed with our firm.

    This innovative platform is designed to provide financial advice on your terms. You decide the scope and depth of the relationship you are seeking. Services are offered as limited engagements or on-going relationships.

  • You can elect to schedule a single engagement or on-going consultations. You can elect to add financial analysis and planning or just have more casual conversations that are question/answer oriented. You can choose to implement our advice through us or you can do it on your own.

  • Financial Guide Services provides you with access to more than just your selected service. You will automatically be enrolled in @ThePavilion and receive priority access to the opportunities and incentives offered periodically to the community.

    Additionally, as we roll out new technology, such as financial planning software and other personal financial management tools, you will be eligible to access that software.

    Finally, for our on-going relationship clients, we provide access to our team via phone to answer quick questions and concerns.

  • On-Going Relationships and Subscriptions: (Our Recommended Solution)

    One-time setup fee of $500. (Covers all activity required to collect data and establish a baseline of financial position. )

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    Annual Consultation: $75/month

    Semi-Annual Consultations: $100/month

    Quarterly Consultations: $175/month

    Open-Access: $450/month

    Hourly Engagements:

    Hourly Rate - $300 (billed in 15 min increments)

    Planning & Analysis Services

    *Prices are for analysis only. Consultation time is additional based on your selection of service above. Rates below may be discounted for on-going relationships.

    Comprehensive Financial Plan with Stress Testing: $1,750

    Topical Analysis (Retirement, Education, Major Goal, Insurance, Etc).: $750/topic

    Investment Portfolio Analysis: $250/Account

  • In short, yes you can. Because Financial Guide Services is designed with advice being the centerpiece of the service and what you are actually paying for, we do what we can to strip out as much cost and additional compensation as we can for us when you implement with through out firm.

    Insurance solutions generally have little to no ability to minimize compensation or fee structure.

    With your investments however, we can implement our Guided Wealth Portfolios online advisory platform. This platform is designed to be low-cost and efficient. Our firm removes its fee from the equation leaving you with only a .35% fee. See the section below for more detail.

To Start

Ready To Get Started With Guided Wealth Portfolios?

GWP makes it easy! You can learn more and get your account in motion by clicking on the button below.

To Invest