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Our Company


Anterior Guidance LLC is a full service, fee-only investment advisory firm specializing in total asset management for medical and dental professionals. Areas covered include, investment planning, employee benefit plans, retirement planning, education planning, insurance planning, income tax planning, and estate planning.

At Anterior Guidance LLC, we recognize that retirement preparation is a process, not a product. It is a process that involves discovering your goals and developing a plan to meet those goals. As your financial advisor we will do everything in our power to keep you focused on where you want to go, advise you how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
 
We will not recommend any course of action or any type of financial product until we are fully aware of the client's goals and objectives — and then only when we are convinced that the recommended action or product is suitable as a long-term solution. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances, and risk-taking capacity.