Welcome to GUICE

Life Insurance

• Buy/sell agreement funding – provide for an orderly transition of business interests in the event of the death, disability or separation of service of an owner or partner
• Key person insurance – help cover financial losses due to the death of a business owner, partner or key employee
• Family protection – provide a source of funds to take care of loved ones in your absence
• Estate planning – provide funds to cover expense and liquidity needs, as well as death taxes for larger estates
• Legacy planning – fund trusts for family members or charitable organizations
• Premium Financing Solutions

Employee Benefits

• Executive planning services
• Group insurance plans (life, disability, long-term care, healthcare)

Disability Insurance

• Income replacement – provide a source of income continuation in the event of long-term disability
• Buyout – fund an agreement to purchase a disabled owner’s or partner’s interest in the company

• Non-qualified deferred compensation plans
• Tax Free Retirement Solutions
• Tailored strategies that work towards your goals 
• Wealth Preservation
• Understanding your big picture, what's important, setting goals

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

• Most people haven't properly planned for retirement
• Most people are blindly contributing to a system they don't understand in hopes the have saved enough for retirement

We believe anything you can do with an employer-sponsored 401K or other market driven investment, can be done better with other, safer investment vehicles. We have worked with countless clients who were converted their 401K and investment portfolios that did not meet their needs.

In our experience, investors often don’t fully understand how their employer sponsored retirement works. 

They have no advisor helping them navigate the DIY (Do-It-Yourself) system that is their entire retirement savings. Blindly putting a portion of their paycheck into a system they don't understand leaves them short  in reaching goals they have towards retirement. 

We can help you prepare for the future with a financial plan designed especially for you. A good financial plan is a blueprint that lets you save, spend, invest, manage risk and approach tax and estate planning with confidence.

Financial Planning is an ongoing process that will reduce your stress about money, support your current needs and help you build a nest egg for your long-term goals.