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Dream. Strategize. Repeat.
At Guardian Wealth Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted. We can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
The Guardian Wealth Process
Built on trust and transparency, The Guardian Wealth Process helps you address four key areas of retirement planning: investments, taxes, legal and estate planning and Medicare.
Investments
Using trusted, strategic financial partners Sterling Capital and Charles Schwab Institutional — companies that each have more than five decades of industry experience — we offer individuals and families a wide array of investment services, including:
- Asset Allocation
- Risk Management
- Income Planning
- 401(k) Rollovers
- Pension Options
- Portfolio Strategy
- Social Security Optimization
- Widow/Widower Benefits
- Research and Analysis
- Alternative Options
Tax
We have a strategic partnership with tax professionals who can help you with the following areas:
- Roth Conversions
- Tax-Efficient Strategies
- Tax Code Changes
- Tax-Free Legacy Planning
Legal
Led by Owner and Co-Founder Kevin C. Sanders, an estate planning attorney who received his law degree from St. Louis University and formerly served in the Kane County state attorney’s office, we provide the following legal and estate services:
- Elder Law
- Estate Administration
- Estate Planning
- Guardianship
- Power of Attorney
- Probate
- Wills and Trusts
- Medicaid Planning
- Special Needs Planning
Medicare
Insurance products are offered through the insurance business Guardian Wealth Advisory Group. 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 insurance products or estate planning services. The insurance products and estate planning services offered by Guardian Wealth Advisory Group are not subject to investment advisor requirements. Insurance products and 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. 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. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Guardian Wealth Advisory Group is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Need a Quote?
Whether you are a new Medicare beneficiary or purchased a supplement plan years ago, we are here to help you explore your plan options. We are pleased to offer you supplement insurance quotes without any obligation to apply, and our independence allows us to work with several insurance carriers and identify a customized solution for your needs.