Guideway Financial, LLC

Guideway Financial is a fee-only financial consulting firm owned by Sharon and Jim Lear, headquartered in Austin, Texas. We specialize in comprehensive planning services to create livable strategies to strive for your best life today and in retirement. Our goals-driven process uses an annual retainer model, rather than assets under management, since we feel this best enables us to put your interests first. You maintain control and implementation of your investments at the bank, brokerage, or custodian of your choice. Our holistic approach incorporates all aspects of a client’s finances, including investment strategy, retirement planning, college planning, insurance review, tax planning and preparation, cash flow and record keeping, estate planning, and more. Unforeseen financial topics that arise during the year are included with no additional charge. In some situations, we also offer project or hourly planning engagements. Guideway works with clients throughout Texas. Austin, San Antonio, and North East Texas are focus locations, and we serve clients in other states on a limited basis. We offer video conferencing to communicate with remote clients and busy professionals.

Address: Austin, TX, USA

Phone: +1 512 487 7762
FAX: