LEGACY & ESTATE PRESERVATION

To help ensure your loved ones and other beneficiaries receive everything you intend through a smart, smooth transition from you.

MISSION:
• Make sure you have proper beneficiary designations
• Keep as much as possible from going through probate

REPORTS:
• The pro’s and con’s of beneficiary designations
• Transfer on Death Deeds for homes and autos

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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Office Contact Info

Office Address: 
3309 Forest Creek Drive
Suite 103
Round Rock, TX 78664

Mailing Address:
1508 Weiskopf Loop
Round Rock, TX 78664

Phone: (512) 844-8200
Fax: (512) 553-5577

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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. 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 Winterowd provides insurance services to clients through Guardian, which is separate from Mr. Winterowd’s role as an investment advisor representative 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.