Worried that 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.

The Guardian Resources Process

We offer services in these three areas:


Prepare for retirement by putting your hard-earned assets to work.


Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers


Protect the assets that can help you live the retirement you’ve always imagined.


Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies


Provide for the people and causes you care about the most.


IRA Legacy Planning

We also have other professionals in our office who provide the following services:

Charitable Giving
Estate Planning
Tax Planning

Ready to take
the next step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend an event.