At Estate & Financial Planning Associates, we take the time to build a personal, trusted relationship with each of our clients, learning about you and your unique needs. Together, we'll look at the whole picture, and build a customized plan for your future that's based on a solid strategy derived from years of experience.
We are here as your advocate, not only in all aspects of your life but also through all the different seasons of your life. You are our first and foremost priority, and we will work together to create, implement and monitor your uniquely-tailored-to-you investment strategy, built specifically to address your particular needs.
We are here as your advocate, not only in all aspects of your life but also through all the different seasons of your life. You are our first and foremost priority, and we will work together to create, implement and monitor your uniquely-tailored-to-you investment strategy, built specifically to address your particular needs.
Services
We strive to maintain the highest standards of integrity and professionalism in our relationship with you, our client. Together, we will work to establish and achieve your financial goals through objective planning, management of investment assets, and the implementation of risk protection strategies.
At Estate & Financial Planning Associates, we are focused on your best interests above all else. We utilize a high-touch approach and believe in personal service. Our focus as your independent planning resource is to help you define your financial needs, implement a customized strategy to address them, and continue to provide thoughtful, personal service.
We strongly believe that the independent financial professional business model puts both the clients' and the advisor's interests in harmony; we can provide fair and objective counsel without the undue pressure of sales quotas or proprietary product restrictions. We believe you will rest easier, knowing that your unique investment goals and personal needs are front and center in the planning and investing process.
As a Wealth Advisor with over two decades of experience, Guy's education, expertise, and professional sensibilities give him the ability to utilize a holistic "big picture" approach when providing guidance. He combines his financial acumen with a desire to educate his clients, helping them make well-informed decisions and find meaningful financial solutions.
Service and personal attention are our hallmarks - defining qualities which set us apart from other firms. Starting at our first meeting, we'll begin building our long-term relationship as we identify your needs, risk tolerance and objectives.
As your fiscal management support team, we are dedicated to delivering advice in a manner that is confidential, consistent with your needs, and designed to give you confidence about your financial future, through all of life's seasons.Without proper planning and guidance, your estate may be subject to three devastating events which would significantly reduce the value to your heirs.
As your fiscal management support team, we are dedicated to delivering advice in a manner that is confidential, consistent with your needs, and designed to give you confidence about your financial future, through all of life's seasons.Without proper planning and guidance, your estate may be subject to three devastating events which would significantly reduce the value to your heirs.
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