Guide My Finances

Guide My Finances Guide My Finances offers flat-rate and hourly financial consulting as well as investment management CRD #4818775. CA Insurance License # 0E49845.

Guide My Finances is a full service financial planning firm offering a variety of services including:

Flat Fee Financial Planning
Personal Retirement Planning
Corporate Retirement Planning
College Planning
Stock Compensation Planning
Investment Management

For more information about Guide My Finances, visit www.GuideMyFinances.com


Securities and investment advisory services offered through Osa

ic Wealth, Inc., member FINRA/SIPC. Additional advisory services offered through Guide My Finances. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Guide My Finances and Jaclyn Mazur are licensed to do business in CA.

06/02/2026

Retirement is not just about reaching a savings goal. It is about creating sustainable income that can support your lifestyle for decades to come.💸

The challenge is that retirement today can last 30+ years! That means your plan needs to account for changes in the economy, your lifestyle, and in your health.🫢

Starting early gives your investments more time to compound, but more importantly, it gives you time to build a strategy instead of relying on guesswork later.

Having a plan helps you go into retirement feeling confident that your money will sustain your lifestyle as long as you need it to.

Let's chat about your current plan to ensure it still fits into your future goals! ☎️

05/29/2026

We'd like to think we're pretty understanding of bad financial advice and social media trends... but these really make our skin crawl! 😬

Don't let these silly mistakes stand in the way of building your wealth! Give our team a call today! ☎️

Happy Memorial Day! Today we honor the brave men and women who fought for our country! ❤️Our offices are closed today fo...
05/25/2026

Happy Memorial Day!

Today we honor the brave men and women who fought for our country! ❤️

Our offices are closed today for the holiday. We will respond to all emails tomorrow!

05/22/2026

Nothing brings the team together more than a shared goal!

Today’s goal… lunch! 😂🥗🍔

Financial challenges change as your income grows.🫢What worked at $100K likely won't still work at $500K+.More accounts.M...
05/20/2026

Financial challenges change as your income grows.🫢
What worked at $100K likely won't still work at $500K+.

More accounts.
More moving pieces.
More tax exposure.
More decisions that carry long-term consequences.

We work with successful people who are earning well, saving consistently, and still missing critical gaps in their financial structure.😬

Because building wealth is only one part of the equation.
Keeping it organized, efficient, and aligned with your goals is where real planning begins.

05/18/2026

As your career evolves, so should your financial plan.

If you haven't updated your financial plan in the last year or two... it's time to give Guide My Finances a call!☎️

We are starting to see the Great Wealth Transfer, and at this stage they are calling it the Widow Economy. 👀An economy e...
05/15/2026

We are starting to see the Great Wealth Transfer, and at this stage they are calling it the Widow Economy. 👀

An economy everyone is ignoring because the financial industry has always been focused on men.

Swipe to learn more about what we’re seeing and what shifts we think this industry needs.➡️

05/13/2026

Making more doesn’t automatically mean keeping more. 📢

At higher income levels, the stakes change. Taxes increase, compensation gets layered, and the margin for error gets expensive.😬 This is where strategy matters most.

The real goal isn’t just growth. It’s control, efficiency, and long-term freedom.

If your income has reached a new level, your plan should too.

Give our team a call! We can guide you in the right direction for your goals and income level!☎️

Most investors chase returns. The right ones engineer outcomes.At a certain level, it’s no longer about picking better i...
05/11/2026

Most investors chase returns. The right ones engineer outcomes.
At a certain level, it’s no longer about picking better investments. It’s about structuring everything around them.
⭐ Tax efficiency
⭐ Positioning
⭐ Coordination

Because the real risk isn't just making a bad decision... it’s having an investment strategy that isn’t cohesive.

We are excited to be celebrating two Guide My Finances anniversaries this week! Sean has officially hit his 5 year mark ...
05/08/2026

We are excited to be celebrating two Guide My Finances anniversaries this week!

Sean has officially hit his 5 year mark with the GMF team!⭐ We have loved watching him grow with our team and build relationships with our clients. From the caffeine-fueled office zoomies, to giving us all the travel credit card tips, Sean has been such an asset to our team.

Cassidy also hit 1 year with GMF this week!⭐ Cassidy has brought her military leadership experience to the GMF team to help drive sustainable growth. She is passionate about creating structures that help our team succeed!

We are so grateful for both of these amazing team members! Can't wait to see what the future holds for you both at Guide My Finances! 💚

Address

1265 Carlsbad Village Drive #201
Carlsbad, CA
92008

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 1pm

Telephone

+17605477585

Website

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