Getting started with Guide Financial Group is easy. Simply contact us to schedule a meeting at a time most convenient for you. You’ll learn firsthand what makes Guide Financial Group a refreshing alternative among today’s financial firms and their salespeople.

At our initial meeting, our goal is to sit down learn as much as we can to enable us to begin designing a strategy tailored around pursuing you and your family’s goals and dreams.

We suggest that you bring the following information to our first meeting:

  • Dates of birth
  • Social Security numbers
  • Most recent tax return
  • Addresses of various residences/investment properties
  • Bank and savings account statements
  • Brokerage, mutual fund statements
  • Annuity account statements
  • Life insurance statements
  • Retirement plan statements [401(k), IRAs, 403(b)]
  • Any estate planning documents
  • Debt, mortgage, credit card, auto loans, interest rates, amount of payments
  • Real estate values