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

Permission to Spend in Retirement: A Skill Rarely Taught

Matt Pontes |
Categories
Retirement
Lifestyle
Finance
Savings
Family
For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite. Nobody teaches that part. There is no course on how to spend the money you spent a lifetime building, so the discipline, the caution, and the watchful eye on every balance don't switch off just because your career did. The Switch Most Savers Struggle to Flip Researchers who study retirement have been paying...

What to Do With Your Next Dollar: A Financial Order of Operations

Matt Pontes |
Categories
Finance
Savings
Investments
Retirement
Risk Management
What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what to do. It's knowing what to do first, and in what order. That's a harder question than it looks. Each of these priorities is sound on its own. Max out the retirement contributions. Pay down the balances. Build the cushion. Put money to work in the market. But...