Worried your financial strategy is missing something?

We take a holistic approach to help retirees and pre-retirees make decisions that bring them closer to their goals.


Your Dreams Matter

At Guardian Resources, we believe everyone should be able to live the retirement they’ve always wanted. Using a variety of investments and insurance products and services, our team of professionals can help you create a well-thought-out strategy that addresses your financial needs and concerns. We also work with various other professionals in our office — including estate-planning attorneys, certified public accountants, wealth advisors and Medicare agents — to ensure your strategy covers all your retirement concerns.

Our Process

The R.I.T.E. Financial Roadmap

At Guardian Resources, our top priority is doing right by our clients. Our R.I.T.E. Financial Roadmap addresses four key factors to enjoying a successful financial future — risk, income, taxes and estate planning — so you can reach your ideal retirement destination detour-free. Here’s how it works:

  • Risk

    Let's pinpoint your risk tolerance to confidently navigate financial speed bumps.

  • Income

    Your retirement comfort hinges on steady income, and we're here to help create a sound strategy.

  • Taxes

    Taxes are one of life's two inevitabilities, but with proactive planning, you can avoid paying too much.

  • Estate Planning

    It's never too early to think about your legacy. Will your loved ones reap the rewards of your life's hard work?

Grandparents with Grandkids
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