Expanding Services
Through the expansion of services, increasing accessibility and the providing of world-class self-directed IRA programs, Guidant has averaged a 200% growth in revenue since its inception in 2003.
- 2004 – Consultations and transaction reviews with outside legal counsel added to clients’ service package
- 2005 – Guidant Professional Network created to give clients access to a national network of professionals specializing in self-directed IRAs, investments, purchases and other related areas
- 2005 – Atlanta, GA, office opens
- 2006 – Guidant’s unique Concierge service is introduced to provide clients with more personalized service and account tracking
- 2006 – In-house Recordkeeping is offered to allow more convenient and affordable recordkeeping services to Guidant clients
- 2006 – Phoenix, AZ, office opens
- 2006 – Recordkeeping office opens in Appleton, WI
- 2007 – Denver, CO, office opens
- Mid-2007 – Guidant has rolled more than $750 million in retirement funds into Guidant-structured accounts since 2003
- Mid-2007 – Employee count is at 80 and continues to rise
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