Exclusive Services
We are committed to becoming your quarterback for all your financial decisions. We will guide you in implementing strategies to help improve tax efficiency and increase your cash flow in order for you to fully concentrate on your goals and dreams. In order to accomplish this, you will likely work with multiple professionals, such as accountants, attorneys, insurance agents, or financial advisors. However, they probably haven't all come together in one room to discuss how a decision made by one of them will affect your overall financial picture. That's where we come in. We help coordinate the efforts of everyone involved to make sure that you receive all of the guidance you deserve.
*Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
1
Investment Advice & Product Guidance
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
2
Tax Strategy for Professionals & Business Owners*
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. We will guide you in implementing strategies to help improve tax efficiency and increase your cash flow in order for you to fully concentrate on your goals and dreams.
3
Insurance Planning
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.
4
Estate Considerations
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
