The
you want starts here.

Take the complexity out of retirement planning with a personalized plan to help reach your goals.

The
you want starts here.

Take the complexity out of retirement planning with a personalized plan to help reach your goals.

Retirement planning done differently.

HOW GUIDEDCHOICE WORKS
  • Lower Fees with
    Full Transparency

    Hidden fees add up. That's why we're upfront about cost and try, wherever possible, to make sure you know exactly what you’ll pay.

  • Independent &
    Unbiased

    We’re not compensated or motivated to place you in certain funds – our retirement advice is based on what’s best for you.

  • Personalized
    to You

    There is no one-size-fits-all retirement plan. That’s why we’ll provide a personalized, plan designed to help you reach your goals.

  • Rigorous
    Methodology

    Our methodology, developed by Nobel Laureate Dr. Harry Markowitz, makes smart trade-offs between expected future growth and possible shortfalls to help you better reach your goals.

  • Scenario
    Planning Tools

    With our scenario modeling tools, you can see how small adjustments or different decisions can impact your future. Then you can compare those scenarios to determine which strategy is best for you.

Our mission is to bring financial freedom to everyone.

Whether you are saving for, nearing, or in retirement, GuidedChoice offers a range of retirement planning solutions to help you achieve your goals.

From the start, GuidedChoice has been fully independent and led by principles that set a new standard for transparency and trust, while only working in the best interest of our clients.

Learn more from our founder and CEO, Sherrie Grabot and her mission.

Get the expert, personalized guidance you need to make your retirement dreams a reality.

  • Managed IRAs

    Take a more secure path to your future with a choice of low-fee IRAs – personalized and professionally managed for you.

    Learn more about our Professionally Managed IRAs
  • 401(k) Advice and Management

    If you have GuidedChoice through your employer, we can do the hard work for you by managing your 401(k), or giving you personal advice to manage it on your own like a pro.

    Discover how we can boost your 401(k)
  • Retirement Income Planning

    Coming Soon! If you are in or near retirement, get a personalized spending, draw down, and investment strategy to ensure you don’t run out of money. Learn More

    Sign up to be notified when this service is available

Interested in solutions for your business?

Trust in a retirement planning partner who works in your best interests alone.

  • Nearly 20 Years of Innovation & Success

  • Over 2 Million Customers Assisted

  • Over $15 Billion In Assets Under Management

  • Ann
  • Atmos
  • Ghirardelli
  • Humana
  • McDonalds
  • NXP
  • Paychex
  • Spirit
  • Williams
  • Wilson

None of the companies listed above have provided an endorsement, either expressed or implied, of GuidedChoice or any of its retirement planning products or services.

Make your move towards financial freedom today.

OPEN AN ACCOUNT TODAY

We know this isn’t an easy decision.

We’re here to help you find what’s best for you – even if it’s not with us. Do some more research in our Resources Section, or set up an appointment to to speak with a representative about how GuidedChoice can help.

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