Financial Planning for Indiana Retirees
YOUR RETIREMENT, COMPOSED WITH CARE
At Guardian Wells, we focus on composing personalized financial plans that help ensure a comfortable retirement in harmony with your goals, needs and values.
MEET YOUR RETIREMENT CONDUCTOR
MEET YOUR RETIREMENT CONDUCTOR
Jason Hutchins is a financial advisor with more than a decade of experience in the financial services industry. He recognized a need for retirees and pre-retirees to receive clear, concise financial information. He started Guardian Wells Financial to provide financial advice to help them feel confident in retirement. Jason brings a sincere, needs-based approach to protecting assets and is passionate about providing clients with comprehensive financial advice for their future.
Harmonize Your Financial Future
RHYTHM OF RETIREMENTTM
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™.
What to expect when you meet with us to compose your Rhythm of Retirement™ plan:
Today -
Prelude: Initial Insights
In music, “prelude” signifies the opening. This step tunes into your financial world to identify issues and clarify your ideal retirement in a 45-minute discussion.
2 Weeks -
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 help put your retirement plan on the level of a grand musical performance!
4 Weeks -
Composition: Fine-Tuned Plan
This phase assembles your custom Rhythm of Retirement™ plan, aligning income, investment, tax, estate and health care to help create a harmonious, enjoyable retirement for more time with the ones you love, making memories you’ll all sing along to!
15-15-15 Charity
ORCHESTRATING A DIFFERENCE IN OUR
COMMUNITY - TOGETHER!
15-15-15 Charity
ORCHESTRATING A DIFFERENCE IN OUR COMMUNITY TOGETHER!
Help us celebrate 15 years of helping families compose their ideal retirement! The Guardian Wells 15-15-15 initiative seeks to help 15 families while raising money to donate to a local charity chosen by our valued clients.
Instant Download
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:
READY TO CREATE A RETIREMENT PLAN THAT MOVES YOU?
It’s never too early — or too late — to step into the rhythm of a confident retirement. Schedule your no-cost Retirement Review and discover how we can help you harmonize your goals, or join us at an upcoming event and begin composing your ideal future.