At GUARDIAN WELLS FINANCIAL, we make retirement and income planning simple.
We stand passionate on infusing 5 paramount defining characteristics in every retirement or financial plan we design:
- More choices
- More money
- More time
- Fewer hassles
- NO worries
After all, it’s these 5 things that we all endeavor to have!
Imagine. Putting a plan in place in your 50’s that will secure the income you need when you retire – guaranteed. No more speculation, no more worry, no more sleepless nights.
That’s what we do.
Very simply, we lock your retirement down tight as a drum.
Our know your number process is a step by step journey that will show you the exact amount – dollars and cents – of your nest egg needed to ensure your income is guaranteed in retirement and guaranteed for as long as you live. You cannot outlive your funds with the plans we build. That’s a promise.
Our guarantee to you: WE’LL ALWAYS USE THE LEAST AMOUNT OF YOUR SAVINGS TO GENERATE INCOME FOR LIFE. THIS AMOUNT WILL SECURE YOUR RETIREMENT YEARS. ANYTHING LEFT OVER, SHOULD YOU CHOOSE – WE’LL USE TO MAKE A CONFIDENT RETIREMENT A FANTASTIC ONE!
By stacking additional performance on top of an impervious income plan – now is where the fun starts!
Our clients are able to pinpoint a retirement date. Many, are able to retire earlier than they thought!
By maintaining our autonomy and independence from any specific financial institution, we keep our direction headed True North and have fiduciary responsibility to our clients and NEVER dance to the tune of a quota or influence from a large corporate financial entity.
We scour the open market to find the very best contracts with the highest rated companies that offer the retirement solutions our clients need.
Whether you have a 401k, 403b, IRA, Roth IRA, Simple IRA, SEP, CD’s, Bonds, Stocks, variable annuities, or any other traditional investment – we can be of help.
Many people are hesitant with what to do concerning 401k rollovers. We get it. And we use a needs based approach to make you confident in taking that next step.
Based in the Indianapolis metro area, our home office is located in Noblesville. We also have locations in Fishers, Carmel, Plainfield and Greenwood. Although we have clients in multiple states, central Indiana is our home. We’re passionate about helping the hoosiers of Indiana plan for a confident retirement!