Our approach is centered around you! Seriously.
Before we ever talk about dollars and cents, we want to know the answer to one question – what’s important about money to you?
Even more, one our first exercises is to complete a Financial Virtues quiz. The results are powerful and ensure we deliver your financial strategy in the most effective and communicative way that speaks personally to you.
Guardian Financial Group believes thoughtful, detailed planning can help you create a life that you enjoy. Our approach empowers our clients to “invest fearlessly,” as one of our business partners Riskalyze puts it, so they can achieve their financial independence, however they define it
Once we've completed your Financial Roadmap Interview (think family values, goals, and where you are in your current financial journey) we develop a Written Financial Plan. This is designed to ensure you live your life on purpose.
Beyond your plan, we're here to provide guidance for several aspects of your financial picture. On an annual basis we review – with our vetted business professionals. If needed – your employee benefit offerings, Medicare options, taxes, investment and insurance beneficiaries, mortgage, discuss (if needed) budgeting suggestions, estate plan actors and distribution instructions, risk tolerance, new goal setting, and any other items on which you need clarity.
Through this collaborative approach, our goal is simple – to give you back the time, energy, and focus for the relationships that matters most to you.