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Professional Profile for Victor Guettlein

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Victor Guettlein

Arvada, CO, 80002

Telephone: [303] 422-7351

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My Business Philosophy

Simply put, I believe in treating others the way I wish to be treated.

In order to best help people I must first develop an understanding of what they want to experience in the rich years ahead - what they want to do with the rest of their lives. From that place of understanding I can then discover both their available resources and the obstacles that might prevent them from reaching their goals. Only then can meaningful planning and specific recommendations be developed.

Financial and investment planning for retirement are a process, not a product sales pitch.

I provide all of the professional services that are listed in my advertisement.

My Education

My degrees or years of college are:

• American College/Certified Financial Planner

• Regis University/BS Business Administration

Financial Services

I hold the following financial services industry certifications or designations:

• CFP® (Certified Financial Planner)

I currently hold the following active securities licenses:

• Series 65 - Act as an investment advisor for fees

My financial registration and fiduciary status is:

• I am a Registered Investment Advisor

• I am an Investment Advisor Representative

• I acknowledge I am a fiduciary when I provide financial advice or services

You can view my compliance record for financial services and products by going to www.finra.org and entering my CRD or IARD number. If no record appears, go to my state's securities commissioner website and enter the same number:

• http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm

I provide the following planning services:

• Financial Planning

• Retirement Planning

• Investment Strategy

• Current Plan Reviews

• Social Security Maximization Planning.

Retirement and Investment strategies are tailored around an approach that seeks to extract the valuable maximum lifetime benefits available through Social Security

I provide the following types of non-discretionary investment advice and services:

• Investment Strategy & Policy

• Asset Allocation

• Money Manager Selection

• Active

• Passive

• Risk Management

• Performance Measurement

• Tax Efficient Strategies

• Current Portfolio Reviews

I provide the following investment products:

• Mutual funds

• Exchange Traded Funds

My minimum asset requirement for investment advisory or money management services is:

• $100,000

My minimum net worth requirement for planning services is:

• $100,000

Insurance Services & Products

I have the following years of insurance experience:

• 16

I hold the following insurance industry certifications or designations:

• None

I hold the following active insurance licenses:

• Life

• Annuity

• Long-Term Care

• Disability

• Health

My insurance license number for my home state is:

• CO/31214

You can view my compliance record for insurance advice, services and products by going to the National Association of Insurance Commissioners and clicking on my state:

• http://www.naic.org/state_web_map.htm

I market the following types of insurance products:

• Life Insurance

• Annuities

• Long-term care

• Health

• I'm not a big fan of annuities, but they do fit certain situations in retirement. If other options are less favorable, then fixed or immediate annuities may be considered. I never recommend an indexed-annuity. I believe they are a sham.

Business Practices

My methods of compensation are:

• Asset-based fee (Percent of assets)

• Fixed fee

• Hourly fee

• Commission (Insurance products)

I provide services to remote clients over the telephone and Internet

I provide the following types of information services:

• Online consumer education

• Quarterly reports

• Annual reports

• Newsletters

• My website, www.blueprintfinancialservices.com, has numerous free calculators, educational articles, and links to useful resources.

I generally respond to client calls or emails:

• The same business day (If call or email is received in the AM)

• The next business day

• My goal is to return all calls the same day if possible, and the next business day if not.

Certification:

I certify all of the information in this professional profile is complete, accurate, and up-to-date.

Professional: Victor Guettlein

Most Recent Update: March 13, 2009

FindFinancialAdvisors.com is a companion service of PaladinRegistry.com. Like Paladin Registry, FindFinancialAdvisors connects investors to financial advisors, financial planners, Stock Brokers, and Insurance Agents.

Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.