More than the business of money. The business of people.

No matter if you’re young or old, a business owner or retiree, you’re one of a kind. Shouldn’t your financial plan be the same?

At Guide Point Financial Partners, our professionals are passionate about creating a plan that is made for you—and only you.

We listen.
We simplify.
We understand the financial world. But we’re much more interested in yours.

Learn more about us. Then, let’s pursue a plan—together.

PERSONAL

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Financial guidance for retirement planning and living

William and Alexandra’s story

With hopes of retiring, William and Alexandra first wanted to be sure that they had a steady stream of income to support their lifestyle and desired comfort level. They also wanted to take a two-month-long trip to Europe, but weren’t sure if they could afford it. After learning about their needs during a face-to-face meeting, we helped William and Alexandra with investment guidance and estate planning. Today, they aren’t quite at retirement yet, but when the time comes, they’ll already have a plan in place. Then, it’s off to France.

Francesca’s story

As both a restaurant owner and entrepreneur, Francesca had a lot of financial confidence. She was willing to take more risk than the average investor in order to pursue above-average returns. We sat down with Francesca and learned more about her background, passion for food, and what drove her business mind. Then, we designed a financial strategy that included additional asset classes, geared to accommodate her ambitious goals. Periodically, we’ll meet with Francesca and update her on financial progress. And we always look forward to hearing how the restaurant is doing.

BUSINESS

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Financial guidance tailored for business owners

Ben’s story

Ben was anxious. He had no contingency plan in place for the event of a disability. And he also had a family to think about. Ben’s friend recommend that he contact us, and we were happy to help. We learned about Ben, which helped us learn exactly what he needed. Then, working with the disability insurance resources of Raymond James, we compared proposals from multiple carriers to get Ben the coverage he needed.

Pat’s story

Pat was well-versed in the skill of art direction. Unfortunately, his creative mind wasn’t as financially savvy. He knew, however, with a freelance business to his name, he needed to partner with a team that was. After a recommendation from one of his trusted clients, Pat approached us. He told us his story, his current situation, and his hopes for the future. He explained how he had some money set aside for retirement, but wasn’t sure if he should be putting aside more. We helped Pat through his questions and made our recommendations—striving to simplify the process the whole way through. Going in, Pat was concerned that the world of financial planning would be over his head. But just a few minutes into our conversation, we believe he realized that, with the right partner, it could be right on his level.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Guidepoint Financial Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

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