Services

Financial Consulting

GuideSpring Wealth Strategies financial consulting
Plans are useless, but planning is everything.
— Dwight D. Eisenhower —
Dwight D. Eisenhower

As financial consultants we are hired by and work directly for our clients independent of banks or brokerage firms.

Begin With The End In Mind

At some point in life, you will retire. With that end in mind, let’s start by establishing reliable streams of income to support your lifestyle at retirement. It’s all about the paycheck!

Taxes Are Certain, Or Are They?

CPAs record tax history. With our Certified Tax Specialist, we work with your CPA to reduce tax liabilities in future years.

Our Triple Tax Protected® Strategies

GuideSpring’s Triple Tax Protected® strategies help protect you from three types of taxes both now and during retirement.

These Strategies shield your from:

Capital Gains

Tax as your account grows.

Income

State and Federal tax on income distributions.

Legacy

Inheritance Income Tax to your heirs.

We Take a Holistic Approach

We take a holistic approach to financial planning:

  • Goals/Needs (now and in retirement)
  • Non-traditional options for how to get tax free income during retirement (health qualified)

Process takes approximately 2 months to complete (more or less based on complexity).

Our Process

We’re with you every step of the way, begin with a complementary call Today!

Get More

The next step is hiring GuideSpring to go to work for you with one of our memberships.