Tim Guilford, Cebs, Aif, Cpfa, Sphr

Tim Guilford, Cebs, Aif, Cpfa, Sphr Email and Phone Number

Financial Services Advisor @ PointOak Retirement Advisors
Washington, DC, US
Tim Guilford, Cebs, Aif, Cpfa, Sphr's Location
Washington DC-Baltimore Area, United States
Tim Guilford, Cebs, Aif, Cpfa, Sphr's Contact Details

Tim Guilford, Cebs, Aif, Cpfa, Sphr work email

Tim Guilford, Cebs, Aif, Cpfa, Sphr personal email

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About Tim Guilford, Cebs, Aif, Cpfa, Sphr

I founded Guilford Retirement Services (GRS) for retirement plan sponsors responsible for 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans seeking investment management and discretionary services.Specifically, GRS provides investment advisory and fiduciary services to organizations throughout the Washington, D.C. metro area which include government contractors, not-for-profit associations, law firms, construction and development companies, manufacturers, and quasi-governmental organizations. Our mission is to help these organizations design and deliver competitive retirement benefits that help them achieve their financial goals while positioning their employees to successfully retire. With 31 years of experience in the benefits and qualified retirement plan business, I have assembled options that help the organizations I work with design retirement plans that work. Options include low-cost investment options, automated features, access to third-party managed account and advice services, and support for your employee’s full financial lives.To keep GRS in front of the latest developments affecting retirement plans we are members of the Retirement Plan Advisory Group (RPAG), an alliance of accomplished defined contribution advisors allowing us to provide plan sponsors and plan participants a retirement plan solution complete with Investment Analysis (including Target Date Funds Analysis), Fee Benchmarking, Plan Design, Plan Sponsor Education, Participant Education, Fiduciary Education, Financial Wellness Programs and ERISA Compliance.Our affiliation with Raymond James and RPAG also provides me access to the entire universe of mutual funds, as well as exclusive Collective Investment Trusts (CITs), and separate account managers. This flexibility allows me to always select from 'best of breed' investments on behalf of my clients.I am confident GRS has the personnel and expertise to keep your plan in compliance and to meet both your business and financial goals. Talk with us about your retirement plan options.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Tim Guilford, Cebs, Aif, Cpfa, Sphr's Current Company Details
PointOak Retirement Advisors

Pointoak Retirement Advisors

View
Financial Services Advisor
Washington, DC, US
Website:
pointoak.com
Employees:
3
Tim Guilford, Cebs, Aif, Cpfa, Sphr Work Experience Details
  • Pointoak Retirement Advisors
    Financial Services Advisor
    Pointoak Retirement Advisors
    Washington, Dc, Us
  • Guilford Retirement Services
    President
    Guilford Retirement Services Jan 2018 - Present
    Working within the HR field since 1981 I have consciously developed my professional designations to distinguish me among retirement plan advisors. While I am an Accredited Investment Fiduciary (AIF), a designation for professionals who are well-versed in fiduciary responsibility and meet the Global Fiduciary Standard of Excellence, I have also earned the SHRM-SCP, SPHR, and IFEBP professional designations. While my non-retirement plan-related designations provide me with a certain familiarity and insights to health and welfare benefits, my main focus is on developing and managing retirement plans for my clients. A key area of emphasis for me is employee education in around the area of employee financial wellness. Unique in our service offering is that each plan participant has our contact information and know they can call on us at any time to answer their personal retirement plans questions. I manage and provide consulting and retirement plan services for organizations throughout the Washington, DC metro area. Specifically, I work with, among others, government contractors, not-for-profit associations, law firms, construction and development companies, manufacturers, and quasi-governmental organizations, designed for them to meet their obligations to both their employees and ERISA (the Employee Retirement Income Security Act).As Retirement Plan Advisor Group (RPAG) members I utilize RPAG’s technology to provide our plan sponsors and participants a retirement plan solution complete with Investment Analysis, Fee Benchmarking, Plan Design, Plan Sponsor Education, Participant Education, Fiduciary Education, Financial Wellness Programs and ERISA Compliance.Guilford Retirement Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
  • Raymond James Financial Services
    Registered Principal
    Raymond James Financial Services Nov 1994 - Present
    Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
  • Keller Benefit Services
    Consultant
    Keller Benefit Services Oct 1990 - Dec 2017
    Bethesda, Md
    Retirement plan consultant. Keller Benefit Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Tim Guilford, Cebs, Aif, Cpfa, Sphr Skills

Employee Benefits Retirement Human Resources Retirement Planning Erisa Management

Tim Guilford, Cebs, Aif, Cpfa, Sphr Education Details

Frequently Asked Questions about Tim Guilford, Cebs, Aif, Cpfa, Sphr

What company does Tim Guilford, Cebs, Aif, Cpfa, Sphr work for?

Tim Guilford, Cebs, Aif, Cpfa, Sphr works for Pointoak Retirement Advisors

What is Tim Guilford, Cebs, Aif, Cpfa, Sphr's role at the current company?

Tim Guilford, Cebs, Aif, Cpfa, Sphr's current role is Financial Services Advisor.

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What schools did Tim Guilford, Cebs, Aif, Cpfa, Sphr attend?

Tim Guilford, Cebs, Aif, Cpfa, Sphr attended Virginia Commonwealth University - School Of Business, Virginia Commonwealth University.

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Tim Guilford, Cebs, Aif, Cpfa, Sphr has interest in Boy Scouts, Cycling.

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Tim Guilford, Cebs, Aif, Cpfa, Sphr has skills like Employee Benefits, Retirement, Human Resources, Retirement Planning, Erisa, Management.

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