Who relies on Guardian Wells Financial?


Why? Because men, women and couples “on the go” have lots of reasons to
in advance for retirement… it will be here before you know it!

I know it may be hard to imagine what life will look like down the road in retirement. Of course you want to be able to maintain an active and fulfilling lifestyle in the future, right? The question is how will you be able to gather all the information together to make an educated decision for your specific situation as you near retirement? All too often we find the pre-retiree in a position where they have a company retirement account and other savings with no clearly defined goals to get from point A to point B. In addition, they are unaware of how increased expenses, investment fees, and life changing events such as a disability or death could drastically effect how long they will NEED to  work without proper planning.

Maintaining your financial independence and standard of living during retirement is too important to ignore. This is what motivates many of our pre-retiree clients to use the services of Guardian Wells Financial. We provide guidance and a detailed overview of how you may be able to reach your retirement destination sooner than you think. In addition, many pre-retirees we meet with only have an 800 number to their company’s retirement plan or an advisor that just focuses on picking the next hot investment. At our firm, we bring a fresh perspective to your planning goals. Having a meaningful relationship with our team at Guardian Wells Financial as a pre-retiree could help minimize any headaches down the road.

If any of the situations described above make sense to you, don’t hesitate to call us at (317) 660-0929. We are here as your financial confidant and partner as you plan for a successful retirement.