Financial Professionals
Get the freedom to focus on what you do best. GuidedChoice offers expert solutions to help you guide your clients through complex investment decisions.
Retail Advisors
Institutional Advisors
Retirement Plans
Participants are in need of help, and you want to provide it. Give them access to GuidedChoice expert advice – to show them the way to build financial freedom.
Plan Providers
Plan Sponsors
Plan Advisors
Individual Investors
GuidedChoice's objective investment advice makes it easy for you to find your way to financial freedom.
Saving for retirement
IRA Rollover
Transitioning jobs
Nearing or in retirement
Leading the way — to financial freedom
GuidedChoice was founded on the belief that we could help people with the three basic things they could do with their money: save it, spend it and give it away. Yet we realized those can be daunting tasks in today’s world of complex financial products.
To address real people’s needs, we’ve built a set of solutions to enable you to get where you want go in the way you want to get there.
Our team is passionate, experienced, and creative. We build solutions that work better than similar products. Ultimately, what we do is very simple: show nearly five million individuals and their families the way to financial freedom.
