Leading Experts + Trusted Path

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Let us guide you…

Introductory consultation

Introductory consultation

Understand plan design

Understand plan design

Design fiduciary governance process

Design fiduciary governance process

Review / improve vendor contracts

Review / improve vendor contracts

Investments

Investments

Monitor, manage, stay current

Monitor

Our Client Assets 648,838,607 Under Advisement*

*AUA (Assets Under Advisement): AUA is the estimated dollar value of all assets held by the clients of Guidance Point Retirement Services, for which the firm provides advice or consultation (e. g., investable assets as well as privately held real estate or other illiquid or personal use assets). This is different than Assets Under Management (AUM), which measures the total market value of all the financial assets which a financial institution manages on behalf of its clients and themselves. Guidance Point Retirement Services AUM as of 9/30/2016 is $54,537,111.

Value of our Expertise

All of our clients have access to our entire team of financial professionals,
and we each have financial planning specialties.
For more information on our designations & licenses please contact us.

 

Our Collective Investment Experience
89+ years