Guide My Finances Email Format

Financial ServicesCalifornia, United States2-10 Employees

Guide My Finances is a financial services firm based in Carlsbad, California, offering comprehensive financial planning on a flat-fee basis alongside asset management services. Its planning scope covers cash flow, retirement savings and distributions, tax analysis, stock option and restricted stock planning, employee stock plans, college savings, and asset allocation, with solutions tailored to individual client needs. The firm also provides divorce financial planning to evaluate settlements, propose financial options, analyze income for support, stock division, and asset distribution, supporting clients through complex financial decisions. Positioned within the financial advisory sector, it delivers both ongoing advisory services and full-service planning, with securities and investment advisory services offered through Osaic Wealth, Inc. The company is located in Carlsbad, in the broader Southern California region, and operates as a small firm focused on personalized financial guidance for individuals and families.

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