The Guardian Way
The Guardian Way is more than just the name of our custom planning process. It’s how we serve. How we do business. How we conduct ourselves at all times. It’s an unwavering commitment to integrity, guidance, leadership and support.
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Built on trust and transparency, our 4-step system is designed to arm you with the confidence to pursue your dreams and passions. If you need help finding a path to the retirement you’ve always envisioned with professionals who genuinely care, this is the way — The Guardian Way!
1. Connect
Tell us what matters most to you. Tell us your retirement vision, plans, preparations and concerns. Tell us your dreams! We’ll assess your situation and tell you if The Guardian Way can benefit you and your family.
2. Strategize
We create your Shield Report, a customized strategy that addresses all your specific goals and questions so you can enjoy retirement to the fullest. Your report will include an Income Plan, Investment Plan, Tax-Efficient Strategies, Legacy Plan, Long-Term Care Plan and more — everything you’d expect from your one-stop retirement planning shop.
3. Implement
We take care of all the necessary paperwork to implement your custom strategy, making the start of your Guardian Wealth journey smooth and efficient. We’ll be with you every step of the way, helping you to care for what matters to you most!
4. Deliver and Review
Congratulations — you now have a Retirement Plan! During this visit, we will review your finalized plan, introduce you to your online client portal, set up your account review schedule and acquaint you with the unique culture that defines The Guardian Way.
Shield Report is our process name it does not promise or guarantee investment results or preservation of principal.
Our Retirement Planning Services
Ideal retirements start with custom, comprehensive strategies.
At Guardian Wealth Advisory Group, we offer a full suite of investment and insurance products and services and work with strategic partners to help address each of your four essential areas of retirement planning:
Investments
Legal and Estate Planning
Medicare
Tax Efficiency
Estate planning services are offered through the law firm Sanders Law Firm. Guardian Wealth Advisory Group is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer estate planning services. The estate planning services offered by Sanders Law Firm are not subject to investment Advisor requirements. Estate planning services referenced are an outside business activity not offered through or supervised by AEWM. AEWM is not affiliated with Sanders Law Firm.
Guardian Wealth Advisory Group has a strategic partnership with tax professionals who can provide tax advice. You are encouraged to consult your tax advisor or attorney. Mark Barckley and Kenneth Adam Piercey, ESQ. is not affiliated with Guardian Wealth Advisory Group or AEWM. Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Neither the firm nor its agents or representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. Guardian Wealth Advisory Group is not affiliated with or endorsed by the U.S. Government, Medicare, or any governmental agency.