Set a Retirement Rhythm You Can Follow for a Lifetime
At Guardian Wells, we focus on composing personalized financial plans that help you set a retirement rhythm aligned with your goals, needs, and values—creating balance, confidence, and harmony that lasts.
Meet Your Retirement Conductor
Jason P. Hutchins
President | Investment Advisor Representative | Insurance Professional
Jason P. 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.
RHYTHM OF RETIREMENT™
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™.
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, tax efficiency, 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 efficiency, legacy, 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!
Composing Financial Harmony Through Strategy, Care, and Personalized Planning
Our Rhythm of Retirement™ approach helps to ensure that every aspect of your financial plan works together seamlessly.
- Investment Planning
- Tax-Efficient Strategies
- Health Care and Long-Term Care Planning
- 401(k) Strategies
- Legacy Planning
- Income Planning
Learn about “Orchestrate Your Retirement,” a book by Jason Hutchins
This book is a practical, personal look at what makes a retirement plan work. It hits all the notes, covering everything from tax minimization, to income, to the decisions no one warns you about.
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.
Step into the Rhythm of a Confident Retirement
It’s never too early — or too late — to design the perfect rhythm of your 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.
