HELPING YOU
NAVIGATE LIFE'S FINANCIAL CURRENTS

ARE YOU WONDERING. . .

How should I plan for my future?
Am I saving enough?
Have I made the right investment choices?
Am I on course for retirement?
How do I care for the people and causes that are important to me?
Will I run out of money?

These are not simple questions, nor are they questions that go away if ignored. At GuideStream Financial* we believe successful financial planning and investing starts with a rich exploration and understanding of your personal goals.

What do you care about?
What do you want to accomplish during your life?
How do you imagine your legacy beyond your lifetime?
Taking the time to answer these questions is essential…and part of our service is guiding you through that process.

WHAT IMPACT WILL YOUR LIFE HAVE ON THE LIVES OF OTHERS?

We each seek a life of significance…a life of lasting worth. And worth measured in dollars is just part of the equation. Worth is measured primarily by the impact your life has on the lives of others. GuideStream Financial understands this, and knows that the positive impact you wish to have on your family and your community can be significantly enhanced by the good planning and sound investments you make along the way. No matter what stage of life you’re in now, from single and just starting out to retired with grandchildren, everyone can engage in financial planning and see results.

Once your goals are clear,

PLAN AND INVEST TO ACHIEVE THEM...

GuideStream Financial can help you evaluate your resources and develop a plan that guides you toward fulfilling your unique priorities over time. Once your goals and plan are defined, we can then help you build an investment portfolio to achieve your objectives. Tragically, many people bypass the planning stage, invest with no plan in place and hope for the best. GuideStream Financial believes planning is the most important step in the process. Out of a firm plan emerges solid investment strategy. We bring focus, understanding and expertise to your thinking.

PERHAPS MOST IMPORTANTLY, WE HELP YOU STAY ON TRACK.

GuideStream Financial also offers the important element of helping you stay on track throughout the seasons of life. Economies and markets go through cycles. The headlines consistently make world events seem worse than they are. GuideStream’s advisers can help when you are feeling the need to “do something” in reaction to the events of the day, good or bad. We will always bring you back to your long-term plan and remind you to not get overly concerned about short-term uncertainty, which will always be part of the world in which we live. When needed, we will help make the necessary adjustments to keep you on track

HELPING YOU MANAGE THE RESOURCES ENTRUSTED TO YOUR CARE. . .

We believe that, with effective counsel and management, each person can multiply the impact of the resources entrusted to their care. Simply put, stewardship is responsibly managing what God has given you. We can help you create a personal goal-focused financial plan, develop investment strategies that flow out of your financial plan, and then offer expert guidance to help you stay on course. To find out more about how we may assist you, we invite you to call us at 800.325.8975. One of our credentialed advisers stands ready to listen to your needs and, together with you, develop a customized solution.