About GCM
Our Founder
Jeffrey Reddick, CFP®, EA
Jeff has 21 years of experience in the financial services industry. Graduating Baylor University with a business degree in 1999, Jeff immediately started working with clients at one of the largest and most respected financial institutions in the country. Seeing firsthand that he was provided limited tools to help clients through a devastating bear market, Jeff pivoted into the independent investment advisor space. He then completed his Certified Financial Planner (CFP®) certification in 2006 to further enhance his education and better equip him to help clients. After 10 years in the independent space working with, and learning from, other excellent advisors, Jeff launch his own firm: Guideline Capital Management. GCM is designed from the ground up with clients in mind and is the culmination of a vision for service and success Jeff had over two decades years ago.
Jeff has been married to his college sweetheart, Kari, since 2000. They have two kids, Gracyn and Dalton, and live in McKinney, Texas. When not working, Jeff loves to spend time with his family and friends, enjoys good food, concerts, travel, and being involved with his church family at The Parks.
Our Philosophy
We believe that your wealth is meant to serve your life and not the other way around. With a proper financial plan, ongoing accountability, and wise investment counsel, we partner with our clients to minimize risk, maximize opportunities, and enhance peace of mind. We focus on our clients' finances so our clients can focus on life.
Our Planning
Planning is the cornerstone of what we do and the foundation of our clients' success. We take a holistic approach that incorporates all of the various aspects of a person, family, or business' financial life and weaves them together to create cohesive strategies to reduce risk, grow and preserve wealth, and serve the goals and values of our clients.
At Guideline Capital Management, we believe our approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
Tax planning to minimize current and future taxes
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
We have helped many people just like you with similar issues and concerns, but we always develop a wealth management plan that is designed to encompass your individual situation.
