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About Guardian Wealth Advisory Group
Guardian Wealth Advisory Group is a financial advisory practice in Elgin, Illinois, focused on retirement planning and wealth management. The firm describes a four-step planning process called The Guardian Way: Connect, Strategize, Implement, and Deliver and Review. Its retirement planning services address investments, insurance, income planning, tax efficiency, Medicare, and related financial considerations. The firm also works with strategic partners for tax and estate planning services. Estate planning services are offered through Sanders Law Firm and are not provided through or supervised by AE Wealth Management, LLC. Guardian Wealth Advisory Group states that it works with people who are in or nearing retirement, concerned about retirement income, tax-conscious, considering Social Security, or dealing with loss. The firm provides educational resources covering retirement, Social Security, Medicare, taxes, inflation, estate planning, and long-term care.
Services from Guardian Wealth Advisory Group
Income planning and Social Security optimization
Tax-efficiency planning
Investment and portfolio planning
Retirement planning
Guardian Wealth Advisory Group highlights
Four-step retirement planning process
Investment and insurance products and services
Customized Shield Report planning strategy
Medicare planning resources
Retirement education and whitepapers
Online client portal introduced during plan review
Frequently asked questions about Guardian Wealth Advisory Group
What type of planning does Guardian Wealth Advisory Group provide?
The firm provides retirement planning and financial advisory services involving investments, insurance, income planning, tax efficiency, Medicare, and related retirement considerations.
What is The Guardian Way?
The Guardian Way is Guardian Wealth Advisory Group’s four-step planning process: Connect, Strategize, Implement, and Deliver and Review.
What is included in the Shield Report?
The website says the customized Shield Report may include an Income Plan, Investment Plan, Tax-Efficient Strategies, Legacy Plan, Long-Term Care Plan, and other elements based on a client’s goals and questions.
Does Guardian Wealth Advisory Group provide estate planning?
The website states that estate planning services are offered through Sanders Law Firm as an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.
Where is Guardian Wealth Advisory Group located?
Guardian Wealth Advisory Group is located at 81 Market St., Suite 5, Elgin, Illinois 60123.
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