Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Guardian Wells Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.

Solid retirements don’t happen by accident. They are intentionally built. We replace procrastination with planning.

We know you value the freedom to make your own choices about how to spend your retirement years. That’s why we will take you through our know-your-number process on a step-by-step journey to show you the exact amount — in dollars and cents — that you will need for your retirement goals.

Then, by stacking additional potential performance on top of a retirement income plan, the fun can really start — we will look for ways to bring you more value, and in this way, many of our clients find they are able to retire earlier than they thought!

As a fiduciary, we have a strict legal responsibility to find the best solutions for our clients. We scour the open market to find the best contracts with the highest-rated companies, and we NEVER dance to the tune of a quota or influence from a large, corporate financial entity. By maintaining our autonomy and independence from any specific financial institution, we keep our direction headed true north.

We offer services in these three areas:

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

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

Ready to take
The Next Step?

For more information about any of our products and services, Schedule a Virtual Meeting today or register to attend a webinar.

Or give us a call at 317.660.0929.