Your guide to smart retirement planning in Minneapolis
Our team of Minneapolis-based financial planners have helped hundreds of retirees obtain their dream retirement. Let's partner together and secure your financial future.
You deserve your dream retirement
For years you've been working hard and saving for this special chapter. You deserve to have the retirement of your dreams and to work with a partner that will help you make the most of your retirement. At Guardian Resources, we tailor our approach to what matters most to you.
Your journey toward retirement requires a fiduciary partner.
Your interests. Your dream. Your goals. It all comes first. As a fiduciary financial advisor, our promise is to always put your interests ahead of everything else. Our team of certified financial planners are committed to doing all that we can to make your journey to retirement as smooth and predictable as possible.
Retirement is not a single moment, it is requires long term careful planning. We help you plan for income, taxes, healthcare, and lifestyle changes so you can move forward with clarity and confidence.
Laying the foundation to a successful retirement
You're one of a kind, and your retirement plan should reflect that. Whether you picture yourself at Timberwolves games, playing pickleball, or spending long weekends with your grandkids at the cabin, we'll help you make the most of these final working years so you can step confidently into the future you've imagined.
Wealth Management
Navigate and manage company stock option plans and work retirement plans.
Savings Plan
Set saving milestones to help you live your dream retirement.
Investment Management
Consolidate investment accounts for clear visibility of your assets and liabilities.
Tax Strategy
Roadmap tax planning strategies to stay one step ahead of the IRS.
Insurance Oversight
Complete unfinished tasks like creating a trust or renewing outdated health or life insurance policies.
Risk Management
Reallocate investments to match your current time horizon and risk profile.
Frequently asked questions
Q: When should I start planning for retirement?
It's best to start as early as possible, but it's never too late. Even small adjustments to savings, investments, or spending can make a meaningful difference.
Q: How much money do I need to retire comfortably?
The amount depends on your lifestyle, expected expenses, healthcare needs, and desired retirement age. Many advisors recommend targeting 70-80% of your pre-retirement income, but personalized planning provides a more accurate figure.
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
Estate Planning
Leave a lasting legacy that will bless your loved ones for generations to come with thoughtful estate planning.
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.
Financial Planning
Put your financial future in expert hands and move forward with confidence through advice designed around your best interests.