Experienced Consultants  + Trusted Path

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 698,318,004 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). The amount reflected includes $641,851,351 in client retirement plan assets to which Guidance Point Retirement Services provides pension consulting services, as well as $56,466,653 of assets for which Guidance Point Retirement Services provides continuous and regular supervisory or management services.

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                                                                                               and review the minimum qualifications to  achieve these designations through our  disclosure page.

 

Our Collective Investment Experience
89+ years