About Us
It’s all about you. Wealth Guard Financial strives to provide the highest level of planning services available by helping you identify and prioritize your goals, offering strategic advice specific to your needs, and implementing the strategies that work best for you.
Our Philosophy
With the expertise of time-seasoned advisors, in four distinct disciplines, our firm will strive to fully understand client financial circumstances and identify their needs.
We carefully craft sound strategies designed to help our clients realize their important personal and business financial goals.
OVER $500 MILLION ASSETS UNDER MANAGEMENT
We are proud of this number, but what is more important is the relationships we have with our long term clients and the service model we have built around them.
OVER 175 YEARS COMBINED EXPERIENCE
There’s no replacement for knowledge and experience. Although we have the experience we are constantly bettering our breath of advice through continuing education and designation acquisition.
4 YEARS AS A FIRM
Our partners saw a need for more holistic planning with clients and decided to create Wealth Guard Financial to meet all your needs.
Planning Process
- Discovery of Your Situation
- Profile of Your Priorities
Strategy Creation
- Develop Creative Solutions
- Comprehensive Review of Your Needs
Implementation Process
- Implementation of Your Strategy
- Ongoing Review of your Plan
Some of our Planning Strategies
- Asset Allocation
- Retirement Planning
- Education Funding
- Survivorship Planning
- Estate Planning
- Retirement Distribution Planning
- Business Planning
- Philanthropic Charitable Giving
- Structured Settlements
- Oil & Gas Landowners Strategies
- High Net-Worth Individuals
- Corporate Executives
- Closely Held Business & Families
Life Insurance
- Term
- Whole Life
- Universal Life & Variable Universal Life
- Survivorship Policies
Annuities
- Fixed Annuities
- Variable Annuities (flexible & immediate)
- Group Annuities (qualified retirement plans)
- Equity Indexed Annuities
Brokerage Investments
- Mutual Funds
- Unit Investment Trusts
- Municipal and Government Bonds
- Money Markets and Certificates of Deposit
- Publicly Traded Stocks
Managed Accounts
- Fee-Based Advisor Managed Accounts
- Fee-Based Third Party Managed Accounts
Alternative Investments
- Commodities
- Real Estate Investment Trusts
- Advisory Annuities
Retirement / Education Planning
- Traditional, Roth, SEP & Simple IRAs
- 401(k), 403(b), 457 Plans
- Pension Plans, Profit Sharing Plans
- Educational Savings Plans
Disability & Long-Term Care Planning
- Individual Disability Income
- Group Long-Term & Short-Term Disability
- Individual & Group Long-Term Care
Health Insurance
- Individual Plans
- Medicare Plans
- Group Plans
Business Planning
- Executive Bonus Plans
- Business and Salary Continuation Plans
- Key Persons Plans
- Split Dollar Plans
- Buy-Sell Agreement Funding