Ryan Phillips, CFP®, CFA GuidePoint Financial Planning

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About Ryan Phillips, CFP®, CFA

I founded GuidePoint because I believe that fee-only financial planning is the road map to an amazing place – financial freedom. Financial freedom gives you the power to plan for endless possibilities. It is the power to retire early, send your kids to any college, or spend more of your precious time with the ones that matter most.

For me, this all begins by working in a transparent, fee-only manner. This means every day we are working for you and your best interests. Together we will explore valuable planning opportunities, uncover financial blind spots, and achieve an even greater tomorrow.

As a planner, one of my favorite quotes is, “The best time to plant a tree was 20 years ago – the second best time is now.” If you have never worked with a fee-only planner before, I am excited to share our distinct approach with you. I offer a free 30-minute call where you can ask me any financial questions you may have.

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Recently Published

New year's 2022 Financial Objectives

January 11, 2022

Whether you love New Year’s resolutions or not, the passing of the calendar to a new year is a great time to reflect on a few key aspects...

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Five items for your year-end financial checklist

December 10, 2021

At this time of year when families are busy checking off their holiday lists, there are also a few items that should be on your year-end...

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Still have money in your FSA? Now is the time to plan.

November 9, 2021

With the end of the year quickly approaching, it is a great time for families to take stock of any potentially unused funds in flexible...

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Ideal Clients

  • Family Financial Planning
  • Investment Planning & Management
  • Pro Bono
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $300+/mo
  • Flat Fee: $2500+/engagement
  • Assets Under Management: 1.00%

SEC Records

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