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Guidance Capital Management Group is a financial planning and wealth management firm focused on comprehensive financial planning for individuals, families, and small businesses.
A comprehensive plan is one that addresses immediate needs, establishes appropriate amounts of insurance and estate planning documents like trusts, wills and healthcare directives, and sets into action an effective investment plan utilizing current resources and future income to accomplish longer term goals such as retirement and establishing a legacy.
Our comprehensive nature is what separates a Guidance Capital Financial Advisor from a stockbroker or product salesman. We take all elements of one’s financial picture into consideration–from taxes to special needs–when establishing the original plan, and then tailor that plan as time goes on to maintain a perfect fit.
Our mission is to help you plan for your future, measure your performance, and make necessary updates along the way until your goals become accomplishments.
Visit the Guidance Capital Management Group website at http://guidancecmg.com/ for more information.
note: Guidance Capital Management Group is an independent firm and not affiliated with Money Concepts