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Finding A Path To Financial Prosperity

At Guardian Wealth Management Group, our goal is to help our clients find a path to financial prosperity by interactively customizing solutions to fit each of their unique circumstances, utilizing prudent financial planning techniques and ongoing investment management.

Finding A Path To Financial Prosperity

At Guardian Wealth Management Group, our goal is to help our clients find a path to financial prosperity by interactively customizing solutions to fit each of their unique circumstances, utilizing prudent financial planning techniques and ongoing investment management.

Services

We will work closely with CPAs and attorneys for tax and legal assistance, providing a “one-stop-shopping experience” for all of clients’ financial, insurance, investment, and estate planning needs. For those clients who do not have an attorney or CPA, we can recommend professionals in our area with whom we have had successful working relationships.

FINANCIAL PLANNING

Each client’s financial future may very well depend on a well-organized financial plan.  A financial plan encompasses many areas including; setting risk tolerance, investment and retirement planning, financial organization, education planning, insurance needs analysis and estate planning.  This labor-intensive collaborative effort is encouraged, but not required to begin an investment advisory relationship.

SERVICES OFFERED
  • Financial Organization
  • Net Worth Analysis & Projections
  • Proactive Tax Planning & Monitoring
  • Coordination of Tax & Investment Planning
  • Education Plan Recommendations / 529 Plans

RETIREMENT PLANNING

We work with our clients to help them answer the question, “How am I doing?”, and more importantly, “What more can I/we do?”.  We provide an impartial evaluation of current retirement savings and alternative strategies to help create greater financial independence throughout retirement.

SERVICES OFFERED
  • Cash Flow Projections
  • 401-k Analysis & Ongoing Recommendations
  • Retirement Planning (i.e. “What If” Scenarios)
  • Tax Efficient Ways To Access Retirement Money
  • IRA Required Minimum Distribution (RMD) Calculations

INVESTMENTS

Using a forward-looking process known as Tactical Asset Management, Guardian Wealth Management Group seeks to identify and overweight investment trends which appear more favorable, while minimizing or eliminating those areas that appear unfavorable. Investments which show signs of weakening are replaced with investments exhibiting signs of strengthening through an ongoing monitoring process. This process, like any other of course, cannot guarantee future performance.

SERVICES OFFERED
  • Proactive Ongoing Investment Advice
  • Online Access to Accounts
  • Online Access to Customized Retirement Plan
  • Analysis of Existing Annuities
  • Verify Suitability of Investments

RISK MANAGEMENT (INSURANCE PLANNING)

There is nothing worse than working hard to accumulate a comfortable retirement only to have it disappear due to a long-term illness or health catastrophe. Our Asset Protection Service combines Insurance Needs Analysis and Estate Review services into an affordable “mini plan” with the primary objective being to help protect what our clients have built and continue to protect what we may potentially accumulate together for their future.

SERVICES OFFERED
  • Analysis of Current Life Insurance Needs & Policies
  • Long-Term Care Insurance Analysis & Recommendations

Services

We will work closely with CPAs and attorneys for tax and legal assistance, providing a “one-stop-shopping experience” for all of clients’ financial, insurance, investment, and estate planning needs. For those clients who do not have an attorney or CPA, we can recommend professionals in our area with whom we have had successful working relationships.

FINANCIAL PLANNING

Each client’s financial future may very well depend on a well-organized financial plan.  A financial plan encompasses many areas including; setting risk tolerance, investment and retirement planning, financial organization, education planning, insurance needs analysis and estate planning.  This labor-intensive collaborative effort is encouraged, but not required to begin an investment advisory relationship.

SERVICES OFFERED
  • Financial Organization
  • Net Worth Analysis & Projections
  • Proactive Tax Planning & Monitoring
  • Coordination of Tax & Investment Planning
  • Education Plan Recommendations / 529 Plans

RETIREMENT PLANNING

We work with our clients to help them answer the question, “How am I doing?”, and more importantly, “What more can I/we do?”.  We provide an impartial evaluation of current retirement savings and alternative strategies to help create greater financial independence throughout retirement.

SERVICES OFFERED
  • Cash Flow Projections
  • 401-k Analysis & Ongoing Recommendations
  • Retirement Planning (i.e. “What If” Scenarios)
  • Tax Efficient Ways To Access Retirement Money
  • IRA Required Minimum Distribution (RMD) Calculations

INVESTMENTS

Using a forward-looking process known as Tactical Asset Management, Guardian Wealth Management Group seeks to identify and overweight investment trends which appear more favorable, while minimizing or eliminating those areas that appear unfavorable. Investments which show signs of weakening are replaced with investments exhibiting signs of strengthening through an ongoing monitoring process. This process, like any other of course, cannot guarantee future performance.

SERVICES OFFERED
  • Proactive Ongoing Investment Advice
  • Online Access to Accounts
  • Online Access to Customized Retirement Plan
  • Analysis of Existing Annuities
  • Verify Suitability of Investments

RISK MANAGEMENT (INSURANCE PLANNING)

There is nothing worse than working hard to accumulate a comfortable retirement only to have it disappear due to a long-term illness or health catastrophe. Our Asset Protection Service combines Insurance Needs Analysis and Estate Review services into an affordable “mini plan” with the primary objective being to help protect what our clients have built and continue to protect what we may potentially accumulate together for their future.

SERVICES OFFERED
  • Analysis of Current Life Insurance Needs & Policies
  • Long-Term Care Insurance Analysis & Recommendations