Are you paying too much in taxes? GUIDE
Meet Jason Hutchins
Jason Hutchins has over a decade of experience in the financial services industry. He recognized a need for retirees and pre-retirees to receive clear, concise financial information and started Guardian Wells Financial with a mission to provide them with financial advice to feel confident in retirement. Jason brings a sincere, needs-based approach to protecting assets, and he’s passionate about providing clients with financial advice for their future.
Our Process
Rhythm of RetirementTM: Harmonize Your Financial Future
Much like an orchestra, your retirement needs balance and direction to help all the instruments work together to create a pleasant experience. At Guardian Wells, we approach each individual retirement like an orchestra of financial instruments with each financial plan a musical score. When they come together under the right conductor, the result is the Rhythm of Retirement.
The following are the steps we take with you as we compose your financial plan for retirement.Â
Week 1
PRELUDE
(Initial Insights)
"Prelude" in music signifies the opening. This step tunes into your financial world to identify issues and clarify your ideal retirement in a 45-minute discussion.
WEEK 2
SOUND CHECK
(Detailed Analysis)
During this phase, we evaluate your financial "soundtrack," examining income, investments, fees, taxes, and risk, to identify and address any issues. Together we decide whether to commit to orchestrating financial strategies designed to put your retirement plan on the levels of a grand musical performance!
WEEK 4
COMPOSITION
(Fine-tuned Plan)
This phase assembles your custom Rhythm of Retirement Plan, aligning income, investment, tax, estate, and healthcare to help create a harmonious, enjoyable retirement for more time with the ones you love, making memories you’ll all sing along to!
Are You Paying Too Much in Taxes in Retirement?
This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:
- The different types of retirement accounts
- Why tax laws are ever-changing
- Options for tax deductions in retirement
Explore Our Services
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
The Second Act
Retirement isn’t the final chapter in the book of life. But rather, a new beginning.
Are You Ready to Reach
Your Retirement Goals?
It’s never too early – or too late – to work toward your ideal retirement. Schedule your No Cost Retirement Review today to explore all the ways we can help you achieve your goals or register to attend an event.