Our Process
The Guardian Way: Your Path to Security
At Guardian Wealth Advisory Group, we pride ourselves on being your one-stop retirement planning shop. With an unwavering commitment to integrity, guidance and support, we’re here to arm you with a strategy that address all your financial needs and helps you pursue your dreams without worry or reservation. We go to great lengths to make sure the process is fast yet still handled with care. We also make things as clear for you as possible, so you never need to question where you stand.
We built our 4-step planning process to show you the way – The Guardian Way – to a future filled with financial confidence.
You tell us what matters most to you. We tell you how we can help.
We create a customized Shield Report that addresses all your unique goals and needs.
We implement your distinct strategy, starting you down the path to retirement confidence.
Welcome to the family! After reviewing your finalized plan, we introduce you to the nurturing, protective culture that defines The Guardian Way.
Shield Report is our process name it does not promise or guarantee investment results or preservation of principal.
Free Download
Don’t Let a Shifting Economic Landscape Alter Your Dreams
If interest rates start to sag or inflation starts to soar, your retirement confidence should remain steady. This 12-page guide reveals strategies that can help you preserve income, capitalize on opportunities and live the retirement lifestyle you’ve always envisioned.
In this guide, you’ll learn:
Why it’s important to reassess your financial strategy when interest rates decline
How laddering and durations can help secure higher rates and preserve income
Specific actions and strategies that can help protect your retirement
Your Team
Meet Your Retirement Planning Support System
When you become a client at Guardian Wealth, you become family.
We take care of our clients because we know them. We want to do more than invest for them; we want to invest in them, offering unique opportunities to enjoy new experiences, educate one another and even support local causes and organizations we love.
Committed to trust and transparency, our firm and strategic partners take care of all our clients’ essential needs by offering guidance in four key areas: investments, tax, legal and Medicare. To learn more about owners and co-founders Amanda Czosek, Kevin C. Sanders and the other dedicated Guardian Wealth professionals who strive to provide the most comprehensive and detailed financial services in the Chicagoland area, visit our Team page.
You’re Not Alone—We’re Here to Help
No matter where life finds you, we’ll walk alongside and help you care for what matters to you most. We love working with people who are:
In or Nearing Retirement
Concerned About Retirement Income
Goal-Oriented
Tax-Conscious
Pondering Social Security
Widowed or Dealing with Loss
