Guide Financial Planning

Guide Financial Planning, LLC is a registered investment adviser offering advisory services in the states of Minnesota, Virginia, Wisconsin, Florida, California, and Texas and in other jurisdictions where exempted. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Guide Financial Planning, LLC in the effecting of transactions in securities, or the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Guide Financial Planning, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. We do not receive compensation of any form for any of the third-party links found on our website.

Two of our Financial Planners Ben Wacek, CFP?, CKA? and Cal Treichler, CFP?, CSLP? had the chance to attend the Kingdom Advisors Conference in Florida this week, where they are able to be in community with other Christian Financial Professionals and hear from speakers that teach on integrating biblically-based wisdom and principles into financial planning.

Attention Gen Z! A big part of adulting is investing for the future. Here’s your guide to get started.?#adulting #genZ #investing

Check out the latest blog from Christian Financial Advisors Network, that Ben is part of. In this post, Brien discusses making generosity a goal in the new year. #generosity

What’s the best financial advice you’ve ever received? This is Ben’s story about the financial advice that changed his life.? #adulting #financialadvice #personalfinance #financialtips #moneymanagement #budgeting

Check out the latest blog from Christian Financial Advisors Network, that Ben is a part of. In this post, Ben and the other financial planners from the group each discuss causes they love supporting. #generosity #support #financialadvisors

If you’re 73+ or own an inherited IRA, this article is for you! #RequiredMinimumDistribution #CharitableGiving #IRA #Investing #Taxes

Check out the latest blog from Christian Financial Advisors Network, that Ben is part of. In this post, Neil discusses The Joy of Giving. https://lnkd.in/gA5JKXBF

Does the Bible talk about insurance? Here is what it says and how it applies to your life. #Insurance #BeProactive #Wisdom #PrioritizeProtection

Check out the latest blog from Christian Financial Advisors Network, that Ben is part of. In this post, Chris discusses A Case Study From?the Rich Young Ruler.