Financial Guidance Group, Inc.
Overview
Financial Guidance Group, Inc. is a family-owned financial advisory firm based in Palm Harbor, Florida, offering comprehensive wealth management services. Their mission is to provide unbiased advice to simplify, consolidate, and organize clients' financial lives, developing plans to reach their financial goals. As fiduciary fee-only advisors, they are committed to always putting clients' best interests first. The firm offers a range of services, including retirement planning, investment management, tax planning, and social security maximization. They emphasize full disclosure and fee-only compensation, ensuring all conflicts of interest regarding compensation are removed from any financial advice. Their wealth planning analysis identifies clients' current situations, portfolio allocations, historic performance, risk levels, and internal investment costs. Financial Guidance Group, Inc. serves a wide range of clients, from those just starting out to those preparing for or already in retirement. They cater to professionals, executives, retirees, entertainers, and athletes, providing personalized financial guidance to meet diverse needs. Their approach focuses on building downside protection into every portfolio they manage and encourages a long-term investment perspective, emphasizing faith, patience, and discipline in achieving financial success.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Financial Guidance Group, Inc.
What sectors does Financial Guidance Group, Inc. invest in?
Financial Guidance Group, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Palm Harbor, Florida, United States. Financial Guidance Group, Inc. is listed as a other in the ConnectSafely investor database.
What stage does Financial Guidance Group, Inc. invest at?
Financial Guidance Group, Inc. backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Financial Guidance Group, Inc. invest in?
Financial Guidance Group, Inc. invests across United States.
Who are the partners at Financial Guidance Group, Inc.?
Team members listed for Financial Guidance Group, Inc. include Carl von dem Bussche (Founder & Chief Executive Officer) and Christoph von dem Bussche (Chief Executive Officer).
What companies has Financial Guidance Group, Inc. invested in?
Financial Guidance Group, Inc.'s portfolio includes XYZ Technologies, ABC Corporation, 123 Real Estate Holdings, DEF Ventures and GHI Innovations.
How do I contact Financial Guidance Group, Inc.?
Financial Guidance Group, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
