Comprehensive Retirement Financial Planning
Learn how you can save more in taxes, take income in your retirement, and work to protect your hard earned savings with a complimentary retirement financial plan from A Better Way Financial
What do you get with your complimentary Retirement Financial Plan?:
Tailor-Made Retirement Strategy
- Based on your goals: Retirement isn't one-size-fits-all. Let's start working towards the goals that matter most to you.
- Target problem zones: We'll analyze your current plan and work to fill in the gaps and improve what's already there.
- Stay on track: With regular updates, we help make sure your plan is working throughout your retirement.
Comprehensive Tax Planning
- Innovative Approach: You'll gain access to industry leading tax planning software to help you save on taxes throughout your retirement.
- Analyze and Save: Get a look into how much you are projected to pay in taxes throughout your retirement and where you can cut down on that tax bill.
- Find the perfect fit: Not all tax strategies work for everyone. Find what works for you and begin saving.
Investment Strategies
- Risk and Return Analysis: We'll analyze your current portfolio to determine your historical return and find out if you are taking too much risk with your retirement.
- Strategies for Growth: Find diversified strategies that can help provide growth in your portfolio while staying within your risk tolerance.
- Safeguard Your Hard-Earned Savings: Utilize investment vehicles that can help protect you from future market crashes.
Income Planning for Retirement
- Retirement Withdrawal Strategy: Do you know how, when, and where to withdraw income from your portfolio? We'll help you create a custom plan that's right for you.
- How much can you afford to live on?: We'll take a look at your portfolio and provide different scenarios that will show you how much you can afford to live on in retirement.
- Fixed Income: You'll gain access to fixed income strategies that can guarantee income coming in like clock work.
Don't wait, start planning today!
It's time to:
- Learn how much you can save on taxes in your retirement
- Create a balanced portfolio based on your risk tolerance
- Develop a personalized income plan for your retirement
- Protect your hard-earned retirement savings
- And more!
Message from Your Financial Planners
We're here to help you Empower Your Retirement
Whether you are already retired or you are approaching your retirement, we want to help you.
We've worked with families all across the Lehigh Valley and beyond by being a trusted partner, helping guide them to and through their retirement. We can't to meet with you soon!
Frank Guida, President and CEO, Frankie Guida, CFP, and Noah Williams, Financial Planner
Frequently Asked Questions
What does it cost to get a financial plan from A Better Way Financial?
Everything we do, up until should you decide to become a client, is complimentary to you. This includes creating you a comprehensive and tailor-made financial plan for your retirement. In that plan, there will be a section that details what you're paying in fees in your current investments and what it would cost you to work with us, all before you invest a single dollar.
Are you a fiduciary?
Yes, we are fiduciary, independent financial planners. What does that mean? Fiduciary means we are held to a higher standard and must do what is in your best interest. Being independent means we aren't limited by any one company's products or investment vehicles. We can utilize a wide array of strategies that are available to make sure you are getting what is best for you.
Do I have to have a minimum amount saved to work with you?
While our firm doesn't have a minimum per say, the strategies and financial vehicles we utilize have a minimum of $500,000 or more saved for your retirement. If you're unsure if you qualify, put a time on our calendar so we can discuss if we're the right fit for you.
Your retirement is waiting. Are you ready?
It's never too late to start planning. Take your first step towards the retirement you derserve.
©2025 A Better Way Financial, LLC. All rights reserved.
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Investment advisory services offered through A Better Way Financial, LLC, a registered investment advisor. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that A Better Way Financial and its affiliates do not give legal advice. You are encouraged to consult your attorney.
Insurance and annuities offered through Frank Guida and Frank Guida Jr., PA Insurance License #301779 and #932281. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.