Our mission is to act as advocates for your goals and dreams as well as guardians of your wealth. We strive to serve your family through the generations and support the security of those you cherish. Strength, integrity, and foresight are what each client can always expect from Guardtower Financial Services. These are deliverables that yield results. They do more than inspire clients to maintain “faith in the investment management process.” They are hard proof of promises kept that creates and builds relationships based on earned trust rather than faith.
Find out how we can help you reach your financial freedom.
Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
A mutual fund follows the risk aversive method of asset allocation - it is a diverse portfolio of securities that is managed by a financial professional or investment company. They will then pool your funds with other investors and make investment decisions on your behalf. This is a great strategy for those unfamiliar with the market and those who do not have time to continually invest in different individual stocks.
A living trust, or “inter-vivos” trust, is an estate planning mechanism that enables you to have your property transferred to, and managed by a trust during your lifetime. And, because it is revocable, you can change it at any time depending you’re your circumstance. After your death, the trust becomes irrevocable and all of its provisions must be carried out by a trustee who is designated by you.
If your assessment produced more than one affirmative answer then you may be a candidate for a fixed annuity and it would be worth exploring the different types that are available. Fixed annuities are complex instruments and they include many features that need to be fully understood. And, because they are a long term investment, it is important to go into a fixed annuity investment with eyes wide open. If it is determined that a fixed annuity is right for you, they be one of the best investment you can make.
