We partner with business owners to provide exceptional advice and solutions.Learn More
No two families are the same, we welcome the opportunity to hear your story.Learn More
You know where you want to go, let us help you get there.Learn More
Effective legacy planning can benefit your heirs for multiple generations.Learn More
Who We Are
Andre Marshall has been in the financial planning industry since the late 1980's, when he developed The Financial Guardian Wealth Strategy. Andre has helped his clients achieve their retirement dreams through strategic planning, tax planning, and risk management.
Andre is the founder of his firm, The Financial Guardian LLC, and his goal is to help individuals, with complex financial needs, achieve their goals.
Andre has an office with AdvisorNet Financial, headquartered in the heart of Minneapolis
Our Most Important Connection is You
At The Financial Guardian Wealth Strategy, we believe that planning is best conducted on a personal level. To fully understand your needs, we first put ourselves in your shoes. Together, we envision your short and long-term financial potential and build custom strategies to help you achieve them. Wherever you are in life’s journey, we dedicate our knowledge to helping you achieve greater financial freedom. Contact us today to get started.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation for success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Good employee health can be great for the company’s bottom line.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Women must be ready to spend, on average, more years in retirement than men.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The average retirement lasts for 18 years. Are you prepared to fill that many days?