Our Services

Guided Vision

It all starts with a vision. At Guided Wealth we like to give our clients a picture of what they are trying to achieve. That's why we've come up with our Guided Vision template. Using shapes like triangles, squares, rectangles, etc., we'll show you a picture of what you are trying to achieve. Using this template will help give you a perspective of why you'll need to consider certain investment solutions and how each solution will fit into your plan.

Multiple Solutions

While some advisors seek to solve your needs with one product (usually indexed annuities or mutual funds), at Guided Wealth we have access to multiple solutions. Through our Independent broker/dealer NEXT Financial Group, Inc, we can offer mutual funds, stocks, bonds, brokerage cds, money markets, ETFs, fixed annuities, indexed annuities, variable annuities, immediate annuities, traded and non-traded REITs, and more. We have the resources to do what we believe is in your best interest.

Tactical Asset Management

For many people using a buy and hold philosophy, the last 10 years hasn't been so good. The stock market isn't much higher now than it was in 2001. At Guided Wealth we understand the need for investment strategies beyond buy and hold. In addition, because we aren't attached to any one management solution, we have multiple tactical solutions. Contact us for more information.

Familiar and Unfamiliar

Although the NY Yankees are a great ball team, no one team wins the World Series each and every year. Our goal is to build an all-star team of investments and insurance products that meet your needs. We use solutions from familiar names and some unfamiliar names. We believe you'll like what you see.

Help Choosing a Pension Option

So you've made it to retirement, or you're a handful of years away. The question for you has to be “Do I have enough money to provide an income for life”? Another question has to be, “Which pension option is the best one for me”? Having worked with dozens of retirees from Wyeth now Pfizer (as well as several other large companies and school districts), we think we know how to answer those questions and more. We believe we can guide you to the right path, call or email us for a guided pension review.

Lump Sum or Monthly Payments?

Many of our clients are faced with this question when they retire. We believe our Guided Vision process can help answer this question for you. Contact us now to help put your future into focus.

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Check the background of this financial professional on FINRA's BrokerCheck