Five benefits of working with Kevin and his team:
Customized Financial Strategies
Kevin’s personal loyalty and professional dedication empower his clients with the knowledge they need to move toward financial success. His creative problem-solving abilities and proven network of experienced professionals in related industries help to deliver custom-tailored professional financial strategies. Our process allows us to help clients understand their financial situations and develop effective approaches designed to help maximize their financial potential.
Many clients have several micro-managers that assist them with elements of financial decision making. We act as the team leader, tying together all of those individual financial decisions. Acting as a team leader, we enable our clients’ micro-managers to better perform their services.
Through a holistic approach combining education, organization, analysis, and planning, a personal program is developed to help clients understand how they can meet and exceed their financial goals, leveraging all aspects of their financial situation.
- Minimization of income taxes.
- Greater accessibility to, and control over their wealth.
- Identifying inefficient strategies and creating cost recovery methodologies.
- Producing alternate strategies rather than opinions, attitudes, or sales hype.
- Developing Personal Cashflow Budget
- Illustration of the critical role insurance plays during one’s lifetime (not just after).
- Estate/charitable planning.
Besides Guardian’s products and services, we may offer the products and services of other fine companies based on the clients' individual needs.
Flexible and Transparent Fee Structure
Depending on the client’s needs, we offer commission, and fee-based, services and products.
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.