Guidance Capital Management Group

Financial ServicesKentucky, United States2-10 Employees

Welcome to our LinkedIn page! Guidance Capital Management Group is a financial planning and wealth management firm headquartered in Louisville Kentucky focused on comprehensive financial planning for individuals, families, and small businesses.

A comprehensive plan is one that addresses immediate needs, establishes appropriate amounts of insurance and estate planning documents like trusts, wills and healthcare directives, and sets into action an effective investment plan utilizing current resources and future income to accomplish longer term goals such as retirement and establishing a legacy.

Our comprehensive nature is what separates a Guidance Capital Financial Advisor from a stockbroker or product salesman. We take all elements of one’s financial picture into consideration–from taxes to special needs–when establishing the original plan, and then tailor that plan as time goes on to maintain a perfect fit.

Our mission is to help you plan for your future, measure your performance, and make necessary updates along the way until your goals become accomplishments.

Due to the independent nature of Money Concepts, our Broker Dealer, Guidance Capital has had the unique opportunity to diversify client portfolios into areas of finance previously reserved for institutions and only the most astute investors. This expansion into valuable asset classes and investment strategies has created a particular investment platform that is most effective when working with what we have defined as our ideal client.

At Guidance Capital, our ideal client, who can most effectively take advantage of our strategy and all it has to offer, is one with $500,000 or more of immediately investable assets, or one who is a high enough income earner to be able to explore effective tax management strategies and increase wealth.

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