Richard’s mission is to create a collaborative relationship with clients to guard and grow their personal and family...
About Guardtower Financial Services
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.
Daniel believes that financial planning and comprehensive wealth management are of utmost importance so you can enjoy...
Partner, Wealth Advisor
When it comes to managing your money, it is important to feel comfortable with the person you are entrusting to help...
Client Services Associate
Juan’s mission throughout his career has been to help people achieve the best version of themselves. Juan joined the...
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?Read More
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the
What are Mutual Funds?
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.
What is a Living Trust?
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.
Is a Fixed Annuity Right for 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.