OUR TIME-TESTED RETIREMENT PLANNING PROCESS

Our proprietary Master Wealth Advantage process guides people to customize retirement plans and take control of their financial future.

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

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

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

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

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

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OUR PHILOSOPHY

We believe that every investment decision should be made based upon how well it will serve to generate increasing retirement income. We do not need a big pile of money to live a wealthy retirement. We need a steady source of income that will last as long as we do. For money that is not used to generate this income, we follow an active approach to portfolio management designed to protect principal first and create growth second.

WHO WE PROUDLY SERVE

We have never set a bar to measure wealth in deciding who we will serve. If you need financial advice, we will gladly meet with you to do all possible to determine the best path forward for you. Whether you are younger or older in your time of life, our mission remains the same. We will always strive to provide solutions that serve your best interests. You know your needs better than anyone. We develop a logical, orchestrated plan to meet those needs.

ARE YOUR INVESTMENTS WORKING FOR YOU?

Income Allocation

Lazy Money

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PROUD MEMBERS OF:

Round Rock Office

3001 Joe DiMaggio Blvd,
Suite 500
Round Rock, TX 78665
Phone: (512) 844-8200

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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.