Guanill Wealth Management, Inc.
About
Guanill Wealth Mangement, Inc. is a fee based, full service, fiduciary, and financial planning firm. We believe in taking a holistic approach to retirement income planning & investment management by helping our clients create a plan that coordinates their investments with a tax efficient income plan. This includes coordinating Social Security and other income sources, such as pensions, rental income, etc., with a sound investment strategy. We take an "Income First" approach to retirement planning.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
We have a 4 step approach to working with clients. First is the Discovery process of learning about a client's goals & objectives, risk tolerance, income needs, and overall approach. Second, is the Assessment and Analysisl process of analyzing the clients needs and comparing that to their current plan. We then make recommendations on how to improve thier current plan. Third, is the Implimentation Process where we discuss and execute the plan. Lastly, the onging monitoring of the plan.
What education and/or training do you have that relates to your work?
I am a Registered Financial Planner, a member of the Financial Planners Association, and a member of the National Ethics Association.