Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Investment Management
  • Wealth Preservation Strategies
  • Insurance
  • Family Finances
  • Tax Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options

Community participation

Giving is a core value at GuideWise Financial Group. We enjoy opportunities to give our time and resources to the community.

  • Erick Dalton serves as a member of Kyndle
  • Erick Dalton serves as a Board Member of Salvation Army
  • Erick Dalton serves as an Elder at First Baptist Church