Worried that your financial strategy is Missing Something?
We’re here to help you feel confident in your financial future.
At Commonwealth Guardians, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.
The Commonwealth Guardians Process
WE OFFER SERVICES IN THESE THREE AREAS:
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Protect the assets that can help you live the retirement you’ve always imagined.
Long-Term Care Strategies
Provide for the people and causes you care about the most.
Our wealth management process strives to reflect all of your financial goals and characteristics while simplifying your financial life.
AssetLock® is a communication tool used to help users stay informed on their retirement accounts.
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.
One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.
Financial Education Courses
I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement.
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.
Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.
Social Security Optimization
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy. » Learn More
Give us a call at 833-226-0329