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Services

Fee-Based Consulting

Personal PlanninG

We will organize all your finances and provide education and guidance on:

  • The Right Amount and Type of Protection
  • Systematic Savings
  • Risk, Reward, and Fees when Investing
  • Investing Properly
  • Debt Elimination Strategies
  • Spending Plans
  • Retirement Income Strategies
  • Developing Great Habits and Behaviors


We charge a flat fee for our planning process and varies depending on the amount of involvement you are looking for from our team.

You will receive our support for 12 months with access to our team by phone, text, email, and face-to-face and/or online meetings.

Business Planning

We will organize all your business and personal finances and
provide education and guidance on:

  • Building Your Personal Net Worth with the Business
  • Increasing Income through your Employees
  • Protecting Income and Business Value for your Family
  • Exit Strategies to Reduce Risk and Taxes
  • Providing Benefits to Increase Company Culture
  • Understanding your Business's Value



We charge a flat fee for our business planning process and varies depending on the amount of involvement you are looking for from our team.

You will receive our support for 12 months with access to our team by phone, text, email, and face-to-face and/or online meetings.


Additional Services

Personal


Personal
Financial Economics

  • Maximum Wealth Accumulation
  • Minimize Risk
  • Efficiency of Process
  • Identify Lost Opportunity Cost
  • Maximum Wealth Protection
  • Integration and Coordination
  • Macro Economic Verification
  • Tax Minimizing Strategies
  • Personal Cash Flow Analysis

Investments*

  • Retirement Planning
  • IRA’s
  • Brokerage Accounts
  • Fixed Annuities
  • Individual Stocks Bonds*
  • Variable Annuities*
  • SMA's*
  • Mutual Funds ETF's*
  • College Planning Strategies

*Investments offered through Park Avenue Securities

Insurance

  • Life
  • Disability Income
  • Long-Term Care
  • Group Benefits

Estate


Estate

Legacy Planning

  • Assisting with Wills
  • Health Care Proxy
  • Power of Attorney
  • Living Wills
  • Gifting
  • Liquidity Needs
  • Guardianship
  • Probate Reduction
  • Asset Distributions
  • Minimize Estate Tax

Trust Design

  • Domestic Asset Protection Trust
  • Testamentary Family Trust
  • Defective Trusts
  • Revocable Trust
  • Charitable Remainder Trust
  • Irrevocable Trust
  • Dynastic Trusts
  • Minority Business Interest Planning

Business


Business Planning

  • Exit Planning
  • Retention Programs
  • Employee Engagement
  • Business Continuation
  • Buy / Sell Agreements
  • Business Valuations
  • Cash Flow Analysis
  • Group Benefits and Health Insurance

Business Organization

  • C-Corporation
  • S-Corporation
  • Partnership
  • Sole Proprietor
  • LLC
  • Non-Profit

Executive Benefits

  • Non-Qualified Plans
  • Split Dollar
  • Executive Bonus
  • Deferred Compensation
  • Key Man Life Insurance

Qualified
Retirement Plans

  • Pension Plans
  • Profit Sharing Plans
  • 401(k)
  • SEP
  • Simple IRA


Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.