Who we serve, what we do for you
and how we do it.
We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work.
Our services help many people with a focus on the needs of retirees or (those about to retire).
We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level.
We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events.
Find out more at: evanguidogroup. com
List of Services
Sample Client Reports
Evan R. Guido is a retirement transition expert. Retirement Planning and Rising Dividend Portfolio Management are at the heart of Aksala Wealth Advisors Family Offices, the home of the Evan Guido Group.
As advocates for goals-based financial planning, we provide tailored advice through holistic planning & investment solutions. Ultimately, accomplishing our clients life goals.
Aksala Wealth Advisors is built upon a network of brilliant investment professionals and world class technology.
We have a strategic business alliance HD Vest Financial Services® the pioneer of tax-smart wealth management services supports an independent network of tax and non-tax professionals who provide holistic financial services to their clients. 46 Billion Under Administration, 150+ Years of veteran experience.
Along with the leading brokerage clearing institutions, National Financial Services LLC (NFS), a Fidelity Investments® company. Through this strong relationship, we offer comprehensive investment servicing, including full-service brokerage business; extensive training; dedicated home-office support; and access to leading-edge technology.
|Firm Start Year:||1983|
|Name of Broker/Dealer:||HD Vest|
|Name of Custodial Firm:||Fidelity Custody & Clearing|
|States Licensed in:||AK, AL, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, NH, NY, OH, PA, TN, TX, VT|
|Number of Years with Current Firm:||1|
|Work Experience:||Scottrade Financial 2001-2004 Stock Broker Raymond James Financial 2004-2007 Private Wealth Robert W. Baird 2007 Private Wealth Management|
|Work with the following types of clients:||Individual Investors, Businesses|
|Advisory Services Provided:||Retirement Planning, Financial Planning for Individuals, Insurance Planning, 401K Rollovers, Annuities|
|Investment Types:||Bonds, Stocks, Alternative Investments, Insurance, Annuities, Mutual Funds, Unit Investment Trusts (UITs), Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Our Office, Via Phone, Via Email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Long Term Care, Variable Annuity, Variable Life, Health|
|Non-Financial Organization Memberships:||Bradenton Yacht Club, Sarasota Downtown Partnership, Sarasota Young Professionals Group, Manatee Young Professionals Group, Parrish Civic Association|
|Firm's Number of Planning Clients:||All|
|Firm's Number of Managed Clients:||Most|
|Assets Managed by Firm:||46 Billion|
|Advisor's Number of Clients:||150|
|Advisor's Number of Managed Clients:||50|
|Advisor's Number of Planning Clients:||100|
|Assets Managed by Advisor:||$190,000,000+|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Commissions, Based on Assets|
|Fee % Based on Assets:||1%|
|Additional Details on Charges:||We can develop the plan go over all the details and implement the plan using commissions or use products that don't have upfront charges and the payments will come to me over time. People forget that part of investment advise is the design and implementation, but more importantly the ongoing discipline and communication with the advisor. Typically this can be done for the same cost people pay for a flat fee.|
Financial Planning for Individuals
A total holistic client endeavor is our approach and what we have learned over the years that offers both the client and the advisor the best mutually rewarding, sustainable, conservative, and simple way of meeting the financial goals fo clients. Your "personal financial strategy" report that is updated and available to clients, their other professional advisors (i.e. Bankers, CPA, Attorney) helps to assure their goals and monitor our collective progress in meeting their goals and attaining financial security. We can offer products of all firms and are not limited to proprietary solutions. We have straightforward costs and how we earn our keep.
As a specialist in retirement planning our recommendations are various depending on the situation and often are derived through our professional knowledge given my firms 100 year history. As a very important part of the client total retirement portfolio, 401k's and the like require detailed analysis, allocation and constant monitoring, which we provide. Our collective research on early commencement of aggressive allocations with a gentle reduction of risk as size, age and economic situations transpire helps us in directing, allocating and analyzing 401k portfolios for clients. In a word, we help maximize your 401k or other similar retirement plan through our directives. As clients near retirement, emphasis is given on sustainability over growth. With a constant eye on risk, generally risk is lowered as retirement draws nearer. Pensions, social security, and any other income streams have a right and wrong answer as to when to commence, depending on the specific situation. We use our proprietary, easy to understand income planning tools to help the client determine when to turn on what income stream. Safety, sustainability, and simplicity are the ways we help clients achieve success during the retirement stage.
Old employer 401k's are often the remnants of career changes which so frequently occur this day and age. Simplicity and control dominate the review process and most recommendations are to take control of all assets, thereby rolling the 401k into a highly controllable personal plan with virtually unlimited investment options. A review of investment options, tax liabilities and personal planning determines the availability of continued tax deferred investment options. Our analysis helps clarify the decision to cash out, hold or rollover a 401k plan. Most often early withdrawals from 401k plans can avoid tax penalties is structured appropriately.
As a holistic advisor we review all insurance policies for clients and make recommendations based on their goals. These recommendations can be implemented through our network of insurance providers or elsewhere. A typical review will be a thorough look through of all current policies and confirmation of appropriate beneficiary designations, coverage and compare costs/ benefits of current insurance offerings
Many options and features to consider and the gaurantees may have a place for certain clients. These products often play
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|We care for clients all over the country|
IRA Planning & Social Security Planning, Portfolio
When: 07/17/2015 01:00 |
Location: University of South Florida
Details:We host educational workshops periodically. Contact our office for upcoming schedule. ...more