Team profile

Our approach

We’ve been in business a long time, and over time, we have developed a process for working with clients that focuses on helping to guide them into a position to succeed.

The first step of that process is asking the right questions to get a picture of your financial situation and where you are today.

The second is understanding what your goals are for the future.

The third step provides an honest assessment of how attainable those goals are. Which goals are highly realistic? Which are your priorities?

The fourth step is to explore what actions we need to take to help get there.

Then finally, we have a conversation about how comfortable you are with these actions. Are they things that you think you can do? How can we help you stay on track? We’ll build on this conversation at every check-in. We believe having a process like this can provide a firm foundation so you know what to expect and can feel more confident that we are being thorough.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Tax Planning Strategies

Awards & recognition

  • GuidingPoint Financial Group, Ameriprise Client Experience Award, 2021-2022
  • GuidingPoint Financial Group, Forbes Best-in-State Wealth Management Teams, 2023
  • GuidingPoint Financial Group, Memphis Business Journal Small Business of theYear, 2023

Community participation

  • We sponsor and design a tree for the Enchanted Forest each year benefiting LeBonheur Children's Hospital.
  • We are an active sponsor of the Habitat for Humanity Exotic Car Show each year.
  • Platinum Sponsor of the Cooper-Young 4-Miler
  • Member of the Cooper-Young Community Association
  • MPACT Memphis
  • Nexus Leadership