you want starts here.

Take the complexity out of retirement planning with a personalized plan to help reach your goals.

you want starts here.

Take the complexity out of retirement planning with a personalized plan to help reach your goals.

Retirement planning done differently.

  • Lower Fees with
    Full Transparency

    Hidden fees add up. That's why we're upfront about cost and try, wherever possible, to make sure you know exactly what you’ll pay.

  • Independent &

    We’re not compensated or motivated to place you in certain funds – our retirement advice is based on what’s best for you.

  • Personalized
    to You

    There is no one-size-fits-all retirement plan. That’s why we’ll provide a personalized, plan designed to help you reach your goals.

  • Rigorous

    Our methodology, developed by Nobel Laureate Dr. Harry Markowitz, makes smart trade-offs between expected future growth and possible shortfalls to help you better reach your goals.

  • Scenario
    Planning Tools

    With our scenario modeling tools, you can see how small adjustments or different decisions can impact your future. Then you can compare those scenarios to determine which strategy is best for you.

Our mission is to bring financial freedom to everyone.

Whether you are saving for, nearing, or in retirement, GuidedChoice offers a range of retirement planning solutions to help you achieve your goals.

From the start, GuidedChoice has been fully independent and led by principles that set a new standard for transparency and trust, while only working in the best interest of our clients.

Learn more from our founder and CEO, Sherrie Grabot and her mission.

Get the expert, personalized guidance you need to make your retirement dreams a reality.

Interested in solutions for your business?

Trust in a retirement planning partner who works in your best interests alone.

  • 20+ Years of Innovation

  • 27K+ Plans Served

  • $15B Assets Managed

Nearly 35,000 employers trust us to provide retirement planning advice to their employees

  • Advocate
  • Ann
  • Atmos
  • Ghirardelli
  • Humana
  • NXP
  • Paychex
  • Spirit
  • Williams
  • Wilson

None of the companies listed above have provided an endorsement, either expressed or implied, of GuidedChoice or any of its retirement planning products or services.

Make your move towards financial freedom today.


We know this isn’t an easy decision.

We’re here to help you find what’s best for you – even if it’s not with us. Do some more research in our Resources Section, or set up an appointment to to speak with a representative about how GuidedChoice can help.