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Spread Your Wings
We’ll discover where you are today, your needs, wants and wishes on your retirement flight. We’ll discuss your concerns and what’s most important to your family.
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Propel Ahead
Receive a customized report card to help you navigate your way to your retirement destination. Then we will mutually determine if we are the right fit to become your wingman for your retirement journey.
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Achieve Altitude
It’s time for your plan to take flight — but implementation is only the beginning of a lifelong partnership. Regular cross-checks and debriefings will help avoid any turbulence from the course as your retirement story unfolds.
Find out how to
Enjoy a Tax Free Retirement
Does your Financial Advisor or Accountant do tax planning? Do they call you before the tax season and give you a written plan on how to pro-actively (legally) reduce your taxes? The Ten Tax Commandments shows you the guidelines the IRS has created so that you could enjoy a tax free retirement.
This book is a marketing publication for Guardian Financial, Inc.
What’s your
Risk Number?
Capture your risk tolerance and see if your portfolio fits you.
