Evan R. Guido Email & Phone Number

Evan sets the strategic plan for the two divisions of Aksala. Oversees top client relationships and strategic tax partner buildout across Florida Market.Our client list largely consists of business owners, mid-level executives, and specialists. Many would consider themselves the "Millionaire Next Door". The practice offers a high-touch service model with straightforward proven portfolio solutions. The practice is focused on recent retirees (or those about to retire) via portfolio management, top-tier reporting tools, financial planning, asset consolidation, and the creation of high-income strategies. Every client receives a personalized financial plan. Your plan accounts for needed growth rates, tax impacts, portfolio stress testing, and investment income planning. Evan's team uses unique, yet understandable tools, high-quality stock selections, hedging investments, income creation, principal protection, & lifetime income solutions. His proven common sense portfolio strategies have provided a following. Evan is a family man with 3 children and a motivated connector of people. You will most likely become friends during your portfolio management process. His acute interest in making your situation the best it can be will be apparent. Given his clients' various needs, we have a trusted network of professional referral sources. Taxes, Mortgage, Real-Estate, Estate, and Insurance Planning. Evan is experienced in real estate and the methods to incorporate into overall portfolio design. At the core of his practice, Evan helps people prepare, maintain, and enjoy their retirement!Have a cup of coffee with Evan and learn the ways you may benefit from working with the Evan Guido Group.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.This endorsement was provided by a non-client. It may not reflect the experience of clients and does not guarantee future success or performance. There was no compensation given for the endorsement.

Listed skills include Investments, Retirement Planning, Portfolio Management, Strategic Financial Planning, and 17 others.