Guided Financial Advisors
To maximize life's potential through aligning values and goals.

Integrity
Honest with strong moral principles and ethical standing

Driven
Determined work ethic in fulfilling obligations to others and ourselves

Accountability
Responsibility for our actions, decisions, and commitments

Diversity
Open and accepting to different thoughts, beliefs, and backgrounds

Contact Us

Complimentary consultations and questions.

Resources

Flipbooks, videos, calculators & more.

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Services, Approach & Solutions

How we accomplish goals.

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Welcome to Guided Financial Advisors

Guided Financial Advisors, a leader in independent, comprehensive financial planning and wealth management. With our Guided Approach and Guided Solutions we are confident in being able to turn your financial goals and objectives into realities.

As a team of highly trained and experienced professionals with knowledge in many areas of finance, we offer customized financial plans, advice, and solutions with unmatched service and support.

We hope you find value in exploring the resources and tools our site has to offer. Please contact us if you have any questions or if there is anything we can help with.

Guided Approach & Guided Solutions

At Guided Financial Advisors we use our Guided Approach in tandem with our Guided Solutions to help clients realize their goals and ambitions through independent, comprehensive financial planning.

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Newsletters

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators