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May 2014 - Carmel Community Newsletter - In today’s complex world we have come to expect, if not demand, a certain degree of specialization from those we turn to for professional services. This is certainly a consideration when we seek help from professionals providing financial services. For those of us about to retire or those who will be doing so in the near future, basically 55 or older, we worry because we know our financial future is in flux and is about to change drastically. The risk profile of our investment portfolio that worked for us when we were 30 may not serve us well as we prepare to lose the security of a regular paycheck. Luckily, there is a Carmel-based financial services provider, Guardian Wells Financial, that specializes in providing the right advice and financial products tailored for individuals whose retirement considerations are more of a reality than just a dream.

Guardian Wells Financial’s owner and founder, Jason Hutchins, has a long and distinguished career in the financial services industry. Jason began his career in the insurance industry several years ago. That experience, coupled with his observations on the financial chaos caused to individuals by the 2007-2008 financial crises, caused Jason to create a financial services company that concentrated its efforts in providing advice to the large group of baby boomers who are entering their retirement years. You may have heard of Jason through his regular personal appearances providing financial advice on the radio (WIBC), or his appearance in Forbes magazine or the articles he has authored that appear on “Fox Business”. Longtime listeners of Greg Garrison probably have heard Greg mention Jason and Guardian Wells Financial on the radio.

As to the role of Guardian Wells Financial in serving its clients, Jason stated, “We help families get their financial house in order. It’s like cleaning out the junk drawer after 40 years. We help put some real thought into consolidating and structuring a durable plan that is “all-weather,” regardless of the conditions presented by the economy.” In addition, Jason said, “Volatility in the market is the highest it has been in our lifetime. The folks we serve simply cannot handle another 2008 disaster and wait it out for the market to give back what it took. Those days have come and gone.” As Jason noted, “There are ways to safeguard your income after you retire; you don’t have to just wing it and hope a 4 percent withdrawal strategy will work for you.”

Guardian Wells Financial is locally owned and operated. What that means for its clients is that Jason and his team are free to design a plan that is right for you, not what is the latest hot product being pushed by representatives of a large financial conglomerate. Although local, Guardian Wells does have access to a wide array of financial products to meet your particular needs. If you are in that 55 and older bracket, give Guardian Wells a call and let Jason Hutchins and his team design a financial plan that is right for this transitional time in your life.

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