I was born and raised in Kansas where I graduated from Kansas State University, and it is also where I met my beautiful wife. I took my first financial job in Wichita Kansas in the summer of 1995. After 5 years of working 80+ hours a week, I left the corporate world to open my own business. It was through this choice that I was able to truly begin offering clients what was best for them rather than what benefited the “mother ship” most. Now, years later I have two wonderful boys with my wife, and I have the immense pleasure of pursuing my passion by teaching investors the truth about finances.
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HELPING YOU MEET YOUR FINANCIAL NEEDS
One Step at a Time
RETIREMENT INCOME
STRATEGIES
WEALTH MANAGEMENT &
INVESTMENTS
LONG-TERM CARE
SOCIAL SECURITY
MAXIMIZATION
INCOME PLANNING
TAX PLANNING
AUTHOR OF:
#1 Amazon Best Sellers
Proceeds Go To Feeding America
1 Book = 73 Meals
About Me
I AM PASSIONATE ABOUT EDUCATING INVESTORS
A cornerstone of financial planning is recognizing that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services. A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in and must reflect its owner’s personal situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan. If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have.
Our mission is to spread the truth about finances to as many investors as possible.
We want you to be secure in the knowledge that we are here to serve your best interests with truth and integrity. As such, we are a member of the National Ethics Association.
American Investor Concerns
Americans’ Top Financial Concerns for 50-64 year old people according to 2018 Gallup poll
GUARDIAN FINANCIAL IS DEDICATED TO TEACHING AND EMPOWERING EVERY INVESTOR. FINANCIAL SUCCESS IS AN ATTAINABLE GOAL FOR EVERYONE.
WORK WITH ME
READ THE DESCRIPTIONS BELOW TO FIND OUT IF WE ARE THE RIGHT FIT FOR YOU
Overview
First of all, I am an Investment Advisor Representative which means that I am legally required to provide the best options for my clients.
We provide each client with an in depth look at their assets to be sure that everything is set up to meet their individual goals. Furthermore, we want to be sure that each client is truly educated on financial management so that they understand why we do what we do, and don’t fall into the emotional traps propagated by the media.
Ultimately, we want to provide our clients with a holistic plan so that they feel confident and prepared for their retirement.
While each client is unique, there are certain traits that we look for:
- Super friendly
- Serious about their money
- Truly coach-able
Additionally, our typical client fall into the following categories:
- Clients are typically retired or within 10 years of retirement
- Clients are more focused on long term asset management goals, rather than focusing on short term trading that doesn’t work.
- Clients are typically conservative investors that want safety within their investment planning rather than taking unnecessary risks.
- Clients do not pay heed to the hype and horror of the media by allowing the ups and downs of the market to affect their long term plans.
Each client goes through our step by step educational process. We want to be sure that you understand what is happening with your money, and are empowered to make the right decisions for you.
- We begin by truly getting to know our clients. We want to be able to understand your goals, fears, strengths, and challenges in or to help you make the right decisions for you.
- Clients will gain access to the latest technology which allows them to view all of their assets and important documents in one safe location 24/7.
- Each client will receive their customized financial plan.
- In addition, clients will continue to receive valuable educational content so that they can remain empowered.
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479-268-4463
Location
1401 SE Walton Blvd, STE 201, Bentonville, AR 72712
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Guardian Financial, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Guardian Financial, Inc., a Registered Investment Advisor in the State of Arkansas. Insurance products and services are offered through Guardian Financial Advisors and Associates, LLC, an affiliated company. Some television appearances were paid sponsorships.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services of any state other than the state of Arkansas or where otherwise legally permitted.
Guardian Financial, Inc. and Guardian Financial Advisors and Associates, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.
Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.