RISK MANAGEMENT PLAN

We will help you eliminate unnecessary risk from your portfolio while helping to ensure you still have enough growth to cover your expenses in retirement.

MISSION:
• Understand the true costs of the risks you are taking
• Determine if other financial strategies could be better for you

REPORTS:
• True-to-You Risk Preference Profile
• Investment Stress Test • Risk Management Comparison

Guardian Financial Wealth Management is a licensed insurance agency. Brian and Geryl Winterowd provide insurance services to clients through Guardian, which is separate from Mr. and Mrs. Winterowd’s roles as investment advisor representatives of Portfolio Medics. Investment advisory services are offered through Portfolio Medics. Guardian Financial Wealth Management and Portfolio Medics are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice.

Questions?  Brian and Geryl Winterowd are investment advisors and fiduciaries.  Call (512) 844-8200 or click here to schedule a no-obligation initial consultation.

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Receive A Complimentary Copy of Our Book Income Allocation, Enhance Your Retirement Security  when you sign-up for a NO OBLIGATION Consultation.

Fill out the form below and we will be in touch shortly to schedule an appointment at your convenience.

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ARE YOUR INVESTMENTS WORKING FOR YOU?

Request a No Obligation, Complimentary Consultation with our team and we will develop a retirement plan that can help you find the financial peace of mind and security you need to enjoy your golden years.

REQUEST A COMPLIMENTARY CONSULTATION

PROUD MEMBERS OF:

Round Rock Office

3001 Joe DiMaggio Blvd,
Suite 500
Round Rock, TX 78665
Phone: (512) 844-8200

Austin Office

1250 South Capital of Texas Hwy,
Building III, Suite 400
Austin, TX 78746
Phone: (512) 844-8200

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state – or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Guardian Financial Wealth Management is a licensed insurance agency. Brian and Geryl Winterowd provide insurance services to clients through Guardian, which is separate from Mr. and Mrs. Winterowd’s role as investment advisor representatives of Portfolio Medics. Investment advisory services are offered through Portfolio Medics. Guardian Financial Wealth Management and Portfolio Medics are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice.