Achieve more with Coaching.

Let's face it - no computer or software can hold your hand and help you deal with the scary emotions that come with investing. Guernsey Financial provides extensive educational opportunities that range from understanding portfolio engineering, helping investors understand and set proper investing expectations, to implementing a lifelong investing and financial game plan.

Be part of a Community.

Sometimes you just want to know you’re not in it alone. With Guernsey Financial you can attend community events and coaching sessions regularly. You will have a chance to meet other investors who are working toward their personal goals. Some may have more experience than you and others may be at the same point in their investing journey as you…either way, being in this conversation together can create great support and friends you never expected.

UPCOMING EVENTS

Social Security and You
Tue, Dec 01
Hosted via Zoom
Dec 01, 6:00 PM – 7:00 PM CST
Hosted via Zoom
Let's get social about Social Security
Special Introduction to the American Dream Experience
Thu, Dec 10
Hosted via Zoom
Dec 10, 6:00 PM – 6:40 PM CST
Hosted via Zoom
Discover the difference having a true purpose for money and your life can make.
The Ideals of the American Dream
Tue, Jan 12
Online via Zoom
Jan 12, 2021, 6:00 PM – 7:00 PM CST
Online via Zoom
What makes the American Dream the most prolific idea in history?
2-Day American Dream Experience Event
Thu, Jan 28
Hosted via Zoom
Jan 28, 2021, 11:00 AM – Jan 29, 2021, 7:00 PM
Hosted via Zoom
This is your opportunity to discover what investing really is, how it works, and how it can fulfill on your purpose for your life.

 

 

 

Guernsey Financial LLC is a registered investment adviser located in Pensacola, FL. Guernsey Financial LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Guernsey Financial LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Guernsey Financial LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Guernsey Financial LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Guernsey Financial LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Guernsey Financial LLC, please contact the state securities regulators for those states in which Guernsey Financial LLC maintains a registration filing. A copy of Guernsey Financial LLC’s current written disclosure statement discussing Guernsey Financial LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Guernsey Financial LLC upon written request. Guernsey Financial LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Guernsey Financial LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

© 2020 Guernsey Financial, LLC

2020 Firm ADV Part 2A

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