Our Services


In association with BEI Exit Planning Network, Park Avenue Securities, and The Guardian Network; we have access to a vast range of non-proprietary products which allow us to practice a client-centric philosophy and planning approach.


Business Owner Exit Planning

Everyone who gets into a business eventually gets out.  Whether you're ready to exit today or preparing for the future, there are decisions and strategies that can help you transition your business to new owners when and how you prefer.  

Executive Benefit Strategies

Our executive benefit strategies help business owners develop, retain, and reward their key management team, aligning key employee interests with the business owner's long term interests.  We help business owners move money from their business pocket to their personal pocket in a tax advantaged manner.  

Business Continuity Planning

We help business owners develop written plans to ensure the continued operation and health of their business in the event of an owners demise. 

Portfolio and asset management

We help our clients build wealth and create multi-generational legacies for you and your family.  We have a broad network of portfolio managers enabling us to deliver custom solutions to build and protect your wealth for generations to come. 

College / Education Planning

When it comes to planning for education, it is never one size fits all.  We have tailored strategies to provide you with flexibility and control of use in the future. 

Financial Planning

We customize our financial planning strategies to match the requirements of our clients.  Even if retirement seems ages away, it's not too soon to begin planning for your future. 

Insurance and risk management

Insurance planning is best when tailored to fit its owner's personal situation.  Whether designed for an individual or family; professional or employee; executive or business owner, our clients benefit from appropriately customized protection plans. 

Retirement Income Planning

We help our clients strategically position assets to maximize income while also protecting that cash flow against the many risks it will face during this phase of life.  

Estate Planning

We help our clients maintain control and confidence when transferring their estate by discussing estate planning objectives and looking at insurance, property titling, gifting strategies, and charitable bequests, we provide areas for consideration and discussion with your legal and tax professionals that may reduce taxes and probate fees.

Auto, Home, and Commercial

We provide a vast range of residential and commercial liability protection products from more than 25 property and casualty companies.

Guardian does not issue nor advise for Auto, Homeowners, and Commercial Insurance