wiseradvisor

Evan R. Guido
The Evan Guido Group I Wealth

Tel: (941) 500-5122
8225 Natures Way #119
Lakewood Ranch, FL 34202

Tax Smart Wealth Management

The Evan Guido Group I Wealth | Financial Advisor in Lakewood Ranch ,FL


About The Evan Guido Group I Wealth

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 ServicesĀ® 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 InvestmentsĀ® 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.


General Information

Firm Start Year:   1983
No.of Employees:   2000-4999
Insurance License#:   E138392
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
I work with the following types of clients:   Businesses, Individual Investors


Services

Investment Types:   Unit Investment Trusts (UITs), Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity, Variable Life, Long Term Care, Health, Annuity
Financial Organization Memberships:   Paladin Registry
Non-Financial Organization Memberships:   Bradenton Yacht Club, Sarasota Downtown Partnership, Sarasota Young Professionals Group, Manatee Young Professionals Group, Parrish Civic Association


Firm Information

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+


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Commissions
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.



Disclosures

evanguidogroup.com

Evan R. Guido

Evan R. Guido

Wealth Management Specialist -WMS

Who we serve, what we do for you
and how we do it.

Who

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).

What

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.

How

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
Client Experience
Sample Client Reports

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My Services

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.


Retirement Planning

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.


401K Rollovers

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.


My Team

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Bradenton Ellenton
Palmetto Sarasota
We care for clients all over the country

News & Events


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

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