Guidance Financial & Life Planning Services, Inc.

Guidance Financial & Life Planning Services, Inc. For over 30 years we have helped our clientele properly focus their resources to manifest a great life in all 5 categories of wellness.

Guidance Financial & Life Planning Services, Inc., is a financial services and life planning firm established in the Midwest and now based out of Hawaii. In 34 years of business, we have helped to introduce and establish three of Wall Streets largest investment firms in the Wichita, Kansas area. In addition to individual consultations, the firm also offers high caliber multi-sessioned comprehensiv

e personal financial planning training programs for corporations. Previous corporate clients include the members of the Boeing Management Club, Wichita Engineering Association, IBM Management Club, KU School of Medicine at Wichita, The Kansas Corporation Commission and USD 259. The CEO was one of the first financial professionals in Kansas to achieve the Certified Financial Planner™ certification in 1980, as granted from the College For Financial Planning of Denver, and has since continuously been a member in good standing with the Financial Planning Association. He has also annually chaired or held various board positions with the Kansas Financial Planning Association. Accordingly his direct experience with hundreds of case studies, years of experience as a board member of three different publicly traded companies, cumulative experience and commitment to continuing education make him an oft used speaker and interview candidate for various financial and life planning topics. He has been published or quoted in many different areas and occasionally national print media publications. Other accomplishments include having produced several educational and public service financial television programs with repeat airings on area cable, television and network TV.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
06/08/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Currency has been around for a long time. Here's a quick history lesson.
06/03/2026

Currency has been around for a long time. Here's a quick history lesson.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
05/29/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

For a small business, the loss of a key person could cause financial hardship.
05/27/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
05/25/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Learn more about whether you need to pay estimated taxes.
05/22/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

What would happen to your loved ones if you were gone? Make financial preparations today.
05/20/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Find out whether you are insurable before implementing a strategy using life insurance.
05/18/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
05/15/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/14/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

William O. Wright is a Certified Financial Planner practitioner and life planner practicing from Kauai Hawaii.   He is a member of the Financial Planning Association in good standing continuously since1980.   His over 40 years direct experience within the diverse financial services industry lend...

Address

Kapaa, HI
96746

Website

Alerts

Be the first to know and let us send you an email when Guidance Financial & Life Planning Services, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share