Financial Planning Services

Guide Rock Capital Management serves our clients by offering coordinated wealth planning. These services include areas such as:

  • Cash Flow Planning
  • Asset Allocation & Investment Management
  • Retirement Accumulation and Distribution
  • Insurance Risk and Management Analysis
  • Estate and Trust Planning
  • Social Security Analysis
  • Charitable and Planned Giving
  • Inheritance Planning
  • College Strategies
  • Divorce Planning
  • Long-term Care Planning

Portfolio Management

At Guide Rock Capital Management we believe that successful portfolio management begins with you. We seek to create individual portfolios by learning about our clients' needs and goals. Our objective is to create a unique plan focused on long term success through strategic investment decisions that are evaluated in terms of a three to five-year time horizon.

Retirement Plan Services

  • Investment Policy Statement Preparation
  • Non-Discretionary Investment Advice
  • Investment Selection Services
  • Investment Due Diligence and Monitoring Services
  • Individualized Participant Advice and Education

Selection of Other Advisors

Guide Rock maintains relationships with tax, insurance and estate planning professionals who maintain the same client centered standards that we hold ourselves to.