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Insurance Services


Insurance is an effective tool when used to protect your assets and your future contribution to your world – just in case.  Therefore we provide a higher level of professional and independent insurance services to our clients and their families.  Independence means that we can offer comparative options from multiple carriers based on your specific needs - without any bias.  Please consider us your consultant to help you determine the most appropriate insurance options for Life, Health, Long Term Care (LTC), Disability, and various Annuity products.

  • Buying Adequate Life Insurance – Do it Now
  • Life Insurance for Children or Grandchildren?  
  • Life Insurance for High School/College Students or Co-Signing Loans
Individual & Family Services
  • Investment Portfolio Design & Management
  • Personalized Retirement & Financial Planning
  • Advanced Estate & Philanthropic Planning
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Business & Not-for-Profit Services
  • Employer Sponsored Retirement Plans
  • Retirement Preparation Seminars for Employees
  • Investment Portfolio Design & Management
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  • Business Succession Planning & Consulting
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3140 Windsor Ct.,
Elkhart, Indiana 46514
(574) 333-2083
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Investment Advisory Services offered through Guidance Investment Advisors, LLC (GIA) a Registered Investment Adviser
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  • Home
  • Services
    • Individuals & Families >
      • Wealth Accumulators
      • Soon to be Retired
      • Retirees
    • Businesses
    • Tax Planning & Preparation
  • About Us
    • Your Team
    • The Guidance Wealth Difference
    • Choose Guidance Wealth
    • Guidance Wealth in the Community
    • Watch the Guidance Wealth Commercials
  • Newsletters
  • Access Your Account
  • Contact Us
    • Careers