Every Aspect of Your Financial Plan: Covered
At Guyton/Forge, we aren’t investing in numbers, we’re investing in you and in our relationship together. As such, we are concerned first and foremost with your strategy and the access, liquidity, and control you ultimately have over your money. Our approach ensures that you won’t miss an opportunity, or find yourself exposed simply because no one told you about an opportunity you had but didn’t take.
NEW: CASH FLOW PLANNING
Gather savings at the source and choose when to put your money to work. Cash Flow Planning is part of a community of savers and their advisors forging a new path toward financial independence.
The Right Fit Is Crucial
We want us to be a right fit for you – and we want you to be a right fit for us. We’ll start by meeting to discuss your circumstances, goals, and financial vision. If we agree we all want to move forward together, we’ll follow in this simple 4-step process next and then it’s off to the races to build year-over-year, long-term success as a team:
Collect a lot of relevant
data to assess your
current situation, needs,
Prepare a proposal that encompasses goals,
areas to be addressed,
and fee. We do not
require a minimum
account balance or
minimum of investable
assets for you to work
Develop models and
make observations and recommendations about financial: Protection,
Asset Growth, Income
Planning, and Business
Planning as necessary.
As part of the planning
process, we prepare
written outlines to
recommendations. Once approved, we move
manage and service
accounts as necessary
based on customized touchpoints.
With a Certified Business Exit Planner (CExP™), Accredited Estate Planner (AEP®), Retirement Income Certified Planner (RICP®), and Chartered Life Underwriter (CLU®) under one umbrella – designations
that require extensive study, years of experience, and continued education – you can rest assured that you’re in good hands.