81 Market St., Suite 5, Elgin, IL 60123

847.741.2284

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Home
Our Team
Services We Offer
- Retirement Planning Services
- Female-Focused Finances
Strategic Partners
- Tax
- Legal
- Medicare
Events
Media
Resources
Refer a Friend
Contact
Send Secure Files
Family Questionnaire
Client Login

Annual Review

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Annual Review

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- Review your annual investment performance to see how things have panned out over the year
- Explore changes in your financial goals to help ensure our strategy still aligns with what you're aiming for
- Discuss any major life changes that could impact your financial planning, like a new job or a move
- Consider tax-saving strategies that might benefit you, especially with any new tax laws in place
- Consider diversification of your portfolio to spread out and manage risks better
- Consider opportunities for investing any surplus income you might have
- Plan for any big expenses coming up, like a home renovation or a dream vacation
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847.741.2284

847.741.2398

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Guardian Wealth Advisory Group
81 Market St., Suite 5,
Elgin, IL 60123
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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Insurance products are offered through the insurance business Guardian Wealth Advisory Group. Guardian Wealth Advisory Group is also 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. The insurance products offered by Guardian Wealth Advisory Group are not subject to investment Advisor requirements.

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. 5632151 - 07/25

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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Insurance products are offered through the insurance business Guardian Wealth Advisory Group. Guardian Wealth Advisory Group is also 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. The insurance products offered by Guardian Wealth Advisory Group are not subject to investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 5632151 - 07/25