Money isn’t everything, but how you manage it is.

Guardian Financial Group provides operational plans to help guide your financial future with precision

 

Why You’re Here

Whether you are the DIYer or someone looking for a more formal financial advising relationship, you’re intelligent enough to know there may be a piece, or two, of your financial picture that isn’t quite as clear as you would like it to be. Find out how we partner with you to champion your financial goals.

Strategic Vision

 

Your Choices

It’s your money and we empower you to manage it specific to your unique needs and desires. Your first step towards financial freedom and independence is to understand what’s important about money to you. All clients complete a Financial Insights Survey to help us best facilitate your financial strategy in terms that inspire and motivate you

Services & Fees

 

Who’s Your Ally

We are fiduciary financial advisors, but chill about it. We’re on a mission to protect and secure the financial lives of our military members, veterans, first responders, community's teachers and ANYONE else that feels disenfranchised or suspect of the personal finance industry.

Your Allies

 

Why You’re Here

Whether you are the DIYer or someone looking for a more formal financial advising relationship, you’re intelligent enough to know there may be a piece, or two, of your financial picture that isn’t quite as clear as you would like it to be. Find out how we partner with you to champion your financial goals.

Strategic Vision

 

Your Choices

It’s your money and we empower you to manage it specific to your unique needs and desires. Your first step towards financial freedom and independence is to understand what’s important about money to you. All clients complete a Financial Insights Survey to help us best facilitate your financial strategy in terms that inspire and motivate you

Services & Fees

 

Who’s Your Ally

We are fiduciary financial advisors, but chill about it. We’re on a mission to protect and secure the financial lives of our military members, veterans, first responders, community's teachers and ANYONE else that feels disenfranchised or suspect of the personal finance industry.

Your Allies

 

Why You’re Here

Whether you are the DIYer or someone looking for a more formal financial advising relationship, you’re intelligent enough to know there may be a piece, or two, of your financial picture that isn’t quite as clear as you would like it to be. Find out how we partner with you to champion your financial goals.

Strategic Vision

 

Your Choices

It’s your money and we empower you to manage it specific to your unique needs and desires. Your first step towards financial freedom and independence is to understand what’s important about money to you. All clients complete a Financial Insights Survey to help us best facilitate your financial strategy in terms that inspire and motivate you

Services & Fees

 

Who’s Your Ally

We are fiduciary financial advisors, but chill about it. We’re on a mission to protect and secure the financial lives of our military members, veterans, first responders, community's teachers and ANYONE else that feels disenfranchised or suspect of the personal finance industry.

Your Allies

Blogs

Six Estate Planning Assumptions Worth a Second Look

Matt Pontes |
Categories
Estate Planning
Family
Insurance
Retirement
Tax Planning
It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file. The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful of reasonable-sounding assumptions can start to stand in for an up-to-date plan. Here are six of those assumptions, along with what tends to...

More Than a Number: The Four Risks That Shape Your Retirement

Matt Pontes |
Categories
Retirement
Risk Management
Health
Investments
Finance
Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works. That's understandable. The balance is the number on the statement. It's concrete, and it feels like a score. But judging retirement readiness by that one figure is a little like judging your health by your weight—useful, and nowhere near the whole story. A framework published in the Journal of Financial Planning offers a wider...