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Finance 101

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Financial planning is one of the biggest investments you can make toward your future. Throughout your life, you’ll pay mortgages, tuition fees, car payments, loans, family expenses, and an array of other costs. Learning everything you can about your personal finance will help you make the best possible decisions when facing these financial hurdles. At Guided Benefits, our individual financial education services include:

  • Managing Your Money: The Basics
  • Protecting Your Earnings
  • Saving and Earning
  • Credit and Debt
  • Investments
  • Annuities
  • Taxes

Protection Products/Insurance Solutions

Would an accident or unexpected illness throw you and your family into financial turmoil? Disease or disability is a common cause of financial distress for many people, but it doesn’t have to be.  Making sure you have the right type of insurance coverage is extremely important. A good insurance plan will provide funds for paying your bills and covering extras, like groceries, if an unexpected health issue arises. When you need help the most, rest easy knowing you have insurance behind you. We offer solutions for:

  • Life Insurance
  • Disability Insurance
  • Long-term Care Insurance

Financial Planning

Just as your life changes with years, so does your financial situation. There are some changes you can predict and plan for, but there are others that will unexpectedly come up. Buying a home, getting married, having children, caring for aging parents, getting divorced, or starting a business are just a few life changes that can have a large impact on your finances.

Your financial plan should be updated regularly to adapt to these new life stages. That’s why it’s important to have a plan that consistently saves for your future yet is flexible enough to flow with your life. Whether your financial goals include paying for college, living on your own, retirement, donations, leaving money for your children, or anything else, it’s important to adjust your plan regularly in order to stick with it. Work with one of our financial professionals to design a plan that works best for your lifestyle, no matter what happens.