Financial Planning in Minneapolis that puts you first.
Partner with Minneapolis's most trusted financial advisors and obtain control over your financial future.
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.
Frequently asked questions
Q: What makes Guardian Resources different from other financial advisors in Minneapolis?
Guardian Resources provides fully integrated financial planning services encompassing investment management, tax planning, and estate planning. Unlike firms that outsource parts of this work, we deliver a unified, in-house approach tailored to your unique goals. As a fiduciary financial advisor, your best interests always come first.
Q: Is Guardian Resources a fiduciary financial advisor?
Yes. Guardian Resources is a fiduciary financial advisor, which means we always put your interests above everything else - every time.
Q: What should I expect during the first meeting?
The initial meeting usually focuses on your goals, financial situation, concerns, and timeline. It's a chance to ask questions, understand the advisor's approach, and determine whether the relationship is a good fit. No decisions or commitments are required in that first conversation.
Our wholistic approach to guiding wealth and growing confidence.
Retirement Planning
Enjoy lasting financial independence and live the lifestyle you envision with investment and tax strategies tailored to your needs.
Tax Planning
You worked hard for every dollar you've earned. Our tax planning strategies will help you keep more money in your pocket with tax-efficient investment decisions.
Estate Planning
Leave a lasting legacy that will bless your loved ones for generations to come with thoughtful estate planning.