Guardian Wells Financial began in February 2007 as a sole proprietorship run by Jason P. Hutchins in Mishawaka, Indiana.
At first Jason offered insurance for the self-employed market—Health, Disability, Life, Dental, Accident, Medicare Supplements, H.S.A. Plans, and critical illness insurance. But as his number of clients grew from a handful to hundreds, he became very aware of the challenges facing a certain cross-section of Guardian Wells Financial’s client base. Among his clients in their 50’s, Jason heard expressed uncertainties of when and how to retire.
Since matching solutions with needs was exactly what he did on a daily basis, he began pouring hundreds of hours into learning the ins and outs of retirement planning. Jason decided that if he could create retirement platforms, much like the guarantees he put in households with insurance, he would move full speed ahead. After all, he never had to cross his fingers when he helped a family mitigate financial risk with health and life insurance.
As soon as Guardian Wells Financial began offering retirement solutions, the agency began to move more and more into income planning using guaranteed financial solutions. As our client base grew across Indiana, and then into other states, the necessity for a more suitable location was addressed. And in 2009, Guardian Wells Financial moved into the Metro Indianapolis Area, and as of January of 2014 our home office is located in the heart of downtown Carmel, Indiana.