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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.

Copyright 2018 FMG Suite.

 

Alex Jones is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, FL, GA, IL, KY, MI, SC, TN

TNU

Individual

Participant

Advice Program

Serving in a fiduciary capacity, Guardian Financial advisors will provide ongoing management and allocation advice regarding participant's 403(b) Retirement Plan.

Walking Your Path With Confidence

As a business founded on Christian principles, we feel called to serve and help others find the peace that comes with smart planning and investment strategies. We understand that life happens fast, and a good investment strategy is one that adapts to your changing needs.

ALIGNMENT

Aligning your investment portfolio by understanding your tolerance for risk.

ACCESSIBILITY

Creating an environment of trust and establishing a relationship is essential to pursuing your goals.

PLANNING

Understanding your financial goals can help you create a plan to make the most of your money - now and in retirement.

 
 

Creating Alignment Between You And Your Portfolio By:

  • Using scientific theory to objectively understand your tolerance for risk

  • Considering your Risk Number as a guide for all investment decisions

  • Actively calculating your probability of success based on your risk preference and the goals you seek to achieve

Trust Is Essential To Every Relationship

At Guardian Financial, we understand that trust is developed with ongoing communication and accessibility to express your concerns. That is why our advisors make themselves available to listen and provide advice. Through the program, IPA participants receive:

  • Individualized consultations to develop a financial plan to discover goals and outline your investment timeline

  • Ongoing portfolio management and advice regarding investment options

  • Onsite accessibility for in-person Q&A and progress tracking

 
 
  1. Focus goals in retirement and how you will pay for them.

  2. Address your concerns and expectations for retirement.

  3. Identify things that could pose a threat to your retirement and manage them.

  4. Feel more educated, confident and in control of your financial future

  5. Help you navigate the complexity of financially moving into retirement.

​It's about what you want to do with your money and why. It's about identifying your concerns, expectations and goals - it's about how you feel and what you want.

As an IPA Participant, you will work with a Guardian Financial advisor to develop a financial plan to:

Financial Planning Is About More Than Assets, Investments And Net Worth

GETTING

STARTED

To learn more or take the first steps to enrolling, please use the link below to  schedule a call with a Guardian Financial advisor: