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Guided Financial Advisors

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

Integrity

Honest with strong moral principles and ethical standing

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Driven

Determined work ethic in fulfilling obligations to others and ourselves

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Accountability

Responsibility for our actions, decisions, and commitments

Diversity

Open and accepting to different thoughts, beliefs, and backgrounds

Services, Approach & Solutions

How we accomplish goals.

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Resources

Flipbooks, videos, calculators & more.

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Contact Us

Complimentary consultations and questions.

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

The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Acceleration

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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

More Calculators