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.Contact Us for a Complimentary Consulatation
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.
How to Bake a Pie-R-A
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
A letter of instruction provides additional and more personal information regarding your estate.
Even if you’re young and single, you should still consider protecting yourself.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Lifestyle considerations in creating your retirement portfolio.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are three things to consider before dipping into retirement savings to pay for college.
Taking your Social Security benefits at the right time may help maximize your benefit.
The decision whether to buy or rent a home may have long-term implications.
Why are 401(k) plans, annuities, and IRAs so popular?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Around the country, attitudes about retirement are shifting.