THE GUARDIAN FINANCIAL PROCESS

INCOME FOR LIFE PLAN

To create an income plan to help ensure you and your family will receive guaranteed increasing income during your entire retirement.

MISSION:
• Manage Inflation
• Optimize Social Security
• Build Lifetime Income

REPORTS:
• Social Security Optimization Report
• Lifetime Income Report

RISK MANAGEMENT PLAN

To 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

TAX MANAGEMENT STRATEGIES

To help ensure you reduce your income tax liability in retirement and to help create tax-free income when possible.

MISSION:
• Be proactive in tax-forward planning
• Reduce taxes to you and your beneficiaries
• Generate as much tax-free income as possible

REPORTS:
• Roth IRA
• Life Insurance analysis: Is it good for you or not?

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

OUR COMMITMENT TO YOU

is to always put your interests first and do our very best to ensure that your assets are protected as best as possible. Here at Guardian Financial Wealth Management, we’re committed to treating and protecting our clients like family. Rediscover what it means to have Confidence and Peace of Mind again!

*Investment advice is offered through Portfolio Medics, of which Brian and Geryl are Investment Advisor Representatives. See disclosure statement for details.

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.

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.