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Set a Retirement Rhythm You Can Follow for a Lifetime

At Guardian Wells, we focus on composing personalized financial plans that help you set a retirement rhythm aligned with your goals, needs, and values—creating balance, confidence, and harmony that lasts. 

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Meet Your Retirement Conductor

Jason Hutchins

President

Jason Hutchins is a financial advisor with more than a decade of experience in the financial services industry. He recognized a need for retirees and pre-retirees to receive clear, concise financial information. He started Guardian Wells Financial to provide financial advice to help them feel confident in retirement. Jason brings a sincere, needs-based approach to protecting assets and is passionate about providing clients with comprehensive financial advice for their future.

RHYTHM OF RETIREMENT™

Harmonize Your Financial Future

Much like an orchestra, your retirement needs balance and direction to help all the instruments work together to create a pleasant experience. At Guardian Wells, we approach each individual retirement like an orchestra of financial instruments, with each financial plan a musical score.

When they come together under the right conductor, the result is the Rhythm of Retirement™.


What to expect when you meet with us to compose your Rhythm of Retirement™ plan:

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Today
Prelude: Initial Insights

In music, "prelude" signifies the opening movement. This step tunes into your financial world to identify potential issues and clarify your ideal retirement vision in a focused 45-minute discussion. We'll explore what matters most to you and uncover opportunities to strengthen your financial foundation.

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2 Weeks
Sound Check: Detailed Analysis

During this phase, we evaluate your financial "soundtrack," examining income, investments, fees, tax efficiency, and risk to identify and address any issues. Together, we decide whether to commit to orchestrating comprehensive financial strategies designed to help put your retirement plan on the level of a grand musical performance!

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4 Weeks
Composition: Fine-Tuned Plan

This phase assembles your custom Rhythm of Retirement™ plan, aligning income, investment strategies, tax efficiency, legacy planning, and health care coverage to help create a harmonious, enjoyable retirement. The goal: more time with the ones you love, making memories you'll all sing along to for years to come!

Composing Financial Harmony Through Strategy, Care, 

and Personalized Planning

Our Rhythm of Retirement™ approach helps to ensure that every aspect of your financial plan works together seamlessly.

  • Investment Planning
  • Tax-Efficient Strategies 
  • Health Care and Long-Term Care Planning
  • 401(k) Strategies 
  • Legacy Planning 
  • Income Planning 

Learn about “Orchestrate Your Retirement,” a book by Jason Hutchins

This book is a practical, personal look at what makes a retirement plan work. It hits all the notes, covering everything from tax minimization, to income, to the decisions no one warns you about. 

Step into the Rhythm of a Confident Retirement

It’s never too early — or too late — to design the perfect rhythm of your retirement. Schedule your no-cost Retirement Review and discover how we can help you harmonize your goals, or join us at an upcoming event and begin composing your ideal future.

Contact Us