Guideway Financial, LLC | Austin, TX Employee Directory

Financial ServicesTexas, United States2-10 Employees

Guideway Financial is a fee-only financial consulting firm owned by Sharon and Jim Lear, headquartered in Austin, Texas, with locations in San Antonio and North East Texas. We specialize in comprehensive planning services to create livable strategies to strive for your best life today and in retirement. Our goals-driven process uses an annual retainer model, rather than assets under management, since we feel this best enables us to put your interests first. You maintain control and implementation of your investments at the custodian of your choice.

Our holistic approach incorporates all aspects of a client’s finances, including investment strategy, retirement planning, college planning, insurance review, tax planning and preparation, cash flow and record keeping, estate planning, and more. Unforeseen financial topics that arise during the year are included with no additional charge. In some situations, we also offer project or hourly planning engagements.

Guideway works with clients throughout Texas, and we serve clients in other states on a limited basis. We offer video conferencing to communicate with remote clients and busy professionals.

Our process brings all aspects of your financial life in balance using a layered approach to identify goals and optimize investment selection for each goal. Tailoring investment risk to the goal, not to investment products or volatility, provides a clearer roadmap of the future with concrete steps to achieve.

Retirement planning is a specialty at Guideway. Our system provides time-certain retirement income, which means income lasts exactly as long as planned. You choose the exact time period the income will endure, so there is no need to worry about money running out. Higher safe withdrawals can be anticipated, so you can fully enjoy your savings.

With Guideway, clients benefit from the expertise of two advisors who work as a team, making us especially attune to the financial planning needs of couples.

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