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The Guardian Financial Process

1 Step

Getting To Know
Each Other

We believe Confidence and Peace of Mind only comes when you have the core belief that you are trusting your life's savings and financial future to someone who cares about it as much as you do and has the ability to protect and grow your assets in a safe and secure manner.

In our first meeting, we'll get to know each other, we'll talk about what your financial objectives are and what it is that you're looking to do. We will also discuss a little bit about our financial planning strategies and what we can do to help you achieve your goals.

2 Step

Building Your
Financial Plan

In our next meeting, we'll work on building your financial strategy which includes:

  • Income Planning
  • Advance Tax Planning
  • Investment & Risk Management Strategies*
  • Estate Planning

We'll also cover Social Security, Pensions, 401ks, Medicare as well as your lifestyle and other aspects of your life that can affect your retirement income and lifestyle. We will also discuss how to ensure your financial future from unexpected expenses and life events.

By the end of our meeting you should have a solid understanding of your current financial standing and what needs to be done in order for you to achieve your financial goals while still retaining the security and peace of mind that will allow you to get a good nights sleep at the end of the day.

3 Step

Ongoing & Proactive

As life changes so should your plans. We will meet on a semi-regular basis and re-evaluate your financial plan, make adjustments as necessary and always ensure that you are on target to achieve our objectives. In addition to our regular reviews, your wealth managers will be actively managing your accounts to help protect and preserve your hard earned assets.

Portfolio Medic's wealth managers are chosen based on their track record and proactive investment philosophies. Those same wealth managers will be managing your money on a daily basis and will work hard to protect, preserve and grow your hard earned assets. In addition, you'll always have access to Brian Winterowd who will be overseeing your accounts and will be working one-on-one with you to achieve your financial objectives.

4 Step

Legacy Planning

As your investments grow and your wealth accumulates, we'll start making preparations for creating a living legacy for you to leave for generations to come. We can help you with the safe transfer of your assets from you to your spouse and the eventual creation of a living legacy.

You'll work with our preferred attorneys, accountants and estate planners who are all experts in the best ways to safely and securely transfer your wealth from generation to generation. Whether that's in the form of charitable giving, inheritance or trusts we'll help you leave the legacy you deserve.

Our Commitment To You

is to always put your interests first and do our very best to ensure that your assets are protected as best as possible. Here at Guardian Financial Wealth Management, we're committed to treating and protecting our clients like family. Rediscover what it means to have Confidence and Peace of Mind again!

*Investment advice is offered through Portfolio Medics, of which Brian is an Investment Advisor Representative. See disclosure statement for details.

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.