• Personal Financial Planning

    Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change. [More]

    Personal Financial Planning

  • Our Services

    Guideway Financial provides unbiased fee-only financial planning services, including investment advisory, portfolio analysis, cash flow, estate, tax, business planning and more. [More]

    Our Services

  • How do I make the right financial decisions?

    No matter where you are in life, financial decisions abound. And when you’re busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help. [More]

    How do I make the right financial decisions?

Investment Advice

Keeping up with the complexities of the investment world takes time. Ensuring that your portfolio is optimized to maximize probable income while minimizing risk takes careful analysis and balance to tailor to your unique situation. [More]

Retirement Planning

Knowing that you will have enough money, even when the unexpected happens, is critical to any financial plan. In retirement, the stakes are higher. We use patented techniques to establish a fixed time period for how long your income lasts. [More]

Taxes

The IRS estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 billion. Minimizing your taxes can yield dollars you can use to achieve your goals and accelerate building wealth. [More]