ABOUT GUARDIAN FINANCIAL

Brian and Geryl Winterowd are investment advisor representatives with Portfolio Medics who specialize in retirement planning. Brian and Geryl founded Guardian Financial Wealth Management to help retirees and soon-to-be-retirees ensure that their retirements provide them with financial peace of mind and security they need to enjoy their golden years.

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OUR MISSION

As Investment Advisor Representatives, Brian and Geryl believe that security in retirement comes from the knowledge that you have a sound financial plan that is designed to help you build, grow and enjoy your life’s savings – while working to ensure your financial future.

As financial planners, we help our client’s take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the five critical areas of retirement planning, including:

To create an income plan to help ensure you and your family will receive guaranteed increasing income during your entire retirement.

To eliminate unnecessary risk from your portfolio while helping to ensure you still have enough growth to cover your expenses in retirement.

To help ensure you reduce your income tax liability in retirement and to help create tax-free income when possible.

To anticipate one of the greatest potential financial risks in retirement and offset it with smart healthcare options for you and your family.

To help ensure your loved ones and other beneficiaries receive everything you intend through a smart, smooth transition from you.

We see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. Our promise to you is simple; to serve you to the best of our ability, protecting your interests above all others.

Discover what it means to have a custom-tailored financial plan that is designed specifically for you and your needs, and is designed to provide you and your loved ones with security and peace of mind for years to come.

Guardian Financial Wealth Management is a licensed insurance agency. Brian and Geryl Winterowd provide insurance services to clients through Guardian, which is separate from Mr. and Mrs. Winterowd’s roles as investment advisor representatives of Portfolio Medics. Investment advisory services are offered through Portfolio Medics. Guardian Financial Wealth Management and Portfolio Medics are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice.

ARE YOUR INVESTMENTS WORKING FOR YOU?

Request a No Obligation, Complimentary Consultation with our team and we will develop a retirement plan that can help you find the financial peace of mind and security you need to enjoy your golden years.

REQUEST A COMPLIMENTARY CONSULTATION

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Office Contact Info

Office Address: 
3309 Forest Creek Drive
Suite 103
Round Rock, TX 78664

Mailing Address:
1508 Weiskopf Loop
Round Rock, TX 78664

Phone: (512) 844-8200
Fax: (512) 553-5577

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Guardian Financial Wealth Management is a licensed insurance agency. Brian Winterowd provides insurance services to clients through Guardian, which is separate from Mr. Winterowd’s role as an investment advisor representative of Portfolio Medics. Investment advisory services are offered through Portfolio Medics. Guardian Financial Wealth Management and Portfolio Medics are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice.