MAKING A DIFFERENCE TOGETHER
Guardian Wells 15-15-15 Charity
15-15-15 CHARITY
15-15-15 CHARITY
Guardian Wells Financial (GWF) is proud to celebrate 15 incredible years of serving families and building lasting relationships. Our journey has been one of growth, resilience and gratitude — and now, with your help, giving back.
At GWF, we believe in giving back to the community that has given us so much, and that’s why we’re thrilled to introduce our 15-15-15 Charity Initiative.
OUR MISSION
The 15-15-15 Charity Initiative is our way of commemorating 15 years in business while making a meaningful impact in the community. Here’s how it works:
15 Years of Excellence
A celebration of our 15-year journey, built on trust, relationships and a commitment to helping families achieve financial security.
15 Families Referred by You
We’re opening our doors to 15 new families in 2025 who need retirement planning help. These families won’t come from traditional advertising — they’ll come from you, our valued clients. Your referrals will help us extend our mission to those who need it most.
$15,000 for Local Charities
For every family referred and onboarded, GWF will allocate funds toward a local charity chosen by you, our clients. Our goal is to raise $15,000 to support a cause that matters to our community. Together, we can make a real difference.
HOW YOU CAN HELP
Your participation is the heart of this initiative. Here’s how you can get involved:
Make a Referral
Know someone who could benefit from our retirement planning services? Share the exclusive digital link below with them. It only takes about 90 seconds to fill out — it’s that easy.
Nominate a Charity
Help us decide where the $15,000 will go. Submit your favorite local charity for consideration, and we’ll track the progress throughout the year.
Join the Celebration
At the end of the year, we’ll host a special event to recognize the impact we’ve made together. A representative from the chosen charity will join us at our annual Christmas party to receive the donation.
HELP A LOVED ONE AND OUR COMMUNITY TODAY!
Be part of something bigger. By referring a family, you’re not only helping them secure their financial future but also contributing to a cause that will uplift our community.