Guidance Wealth
  • 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

Employer Sponsored Retirement Plans


Guidance Wealth provides consulting, advisory, plan design, and contractual fiduciary services for public, private, and not-for-profit group retirement plans; including 401(k), 403(b), traditional defined benefit pensions, & non-qualified executive benefit plans.  
 
These services are primarily fee-based, which allows us to be objective when providing advice, investment direction, and consultation.
 
Guidance Wealth Advantages:
•     Open Architecture Design - Carefully Selected and Monitored Investments
•     Full and Transparent Disclosure of All Fees, Expenses, and Revenue Sharing
•     Guidance Wealth agrees in writing to act as an ERISA Fiduciary on the plan
•     In-Depth Investment Education & Actively Managed Portfolios are provided
•     Participants have direct access to licensed professional Investment Advisors
 
It may not be necessary to move or transition an existing plan to a new platform.  Guidance Wealth can typically provide advisory services on most existing plans.
Business & Not-for-Profit Services
  • Employer Sponsored Retirement Plans
  • Retirement Preparation Seminars for Employees
  • Investment Portfolio Design & Management
  • Tax Planning & Preparation
  • Insurance Services
  • Business Succession Planning & Consulting
  • Corporate & Executive Benefits
  • Not-for-Profits
Account Access
Fidelity Investments
Your Team
Access Your Account
Read Our Newsletter
Contact Us

Careers & Opportunities
3140 Windsor Ct.,
Elkhart, Indiana 46514
(574) 333-2083
Map
Investment Advisory Services offered through Guidance Investment Advisors, LLC (GIA) a Registered Investment Adviser
Privacy Policy     :    ​ADV Disclosure Brochure     :    ​Client Relationship Summary
Developed by  323 Business Solutions 
  • 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