What We Do

At Guardian Wells Financial, we make retirement and income planning simple. We stand passionate on infusing 3 paramount defining characteristics in every retirement or financial plan we design:

  1. More choices
  2. More time
  3. Fewer hassles

After all, it’s these 3 things that we all endeavor to have! Imagine the culmination of strategies crafted to bring you just that. Imagine putting a plan in place in your 50’s that will secure the income you need when you retire.

indSimply put, that’s what we do.

We know you value the freedom to make your own choices about how to spend your retirement years. That’s why we will take you through our know-your-number process on a step by step journey to show you the exact amount— in dollars and cents— of your nest egg needed to provide you with that secure retirement income.

Then, by stacking additional performance on top of a durable income plan, the fun can really start—we will look for ways to bring you more value, and in this way, many of our clients find they are able to retire earlier than they thought!

As a fiduciary, we have a strict legal responsibility to find the best solutions for our clients. We scour the open market to find the very best contracts with the highest-rated companies, and we NEVER dance to the tune of a quota or influence from a large, corporate financial entity. By maintaining our autonomy and independence from any specific financial institution, we keep our direction headed true north.

Whether you are a pre-retiree or already have begun retirement, we can be of service to you. 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 help you formulate a plan to bring in the monthly income you need to retire confidently.

We are based in the Indianapolis metro area, and our home office is located in Carmel. Give us a call today!