Guardian Financial Management, Logo
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Enjoy Your
Golden Years


Explore Your Retirement Options

When you decide to make the leap into retirement, do so with the confidence that comes from having a plan. Guardian Financial Management helps our clients create sound income strategies to ensure that their retirement income will last as long as they do. Our first priority is making sure your financial needs, as well as the needs of your loved ones, are all accounted for.

Vintage Compass

Every retirement option comes with at least some amount of risk, so make sure your strategy includes the proper level of asset protection.

Asset Planning

Calculator

With so many estate and income taxes, discovering ways to minimize your tax burden can greatly increase your eventual payout.

Tax Strategies
Notebook and Pencil

After all your years of hard work, make sure you have the income you need to live, travel, dine, and relax in the comfort you deserve.

Income Planning

Happy Couple

Your long-term financial goals not only cover your needs but the needs of your family as well; develop a plan that fulfills your wishes.

Financial Legacy


Start building your personalized retirement strategy. Call (469) 680-8937


About Us

Located in Lewisville, Texas, Guardian Financial Management is a retirement income investment planner that uses diversified strategies and alternative investments with reduced risk to help our clients identify and understand a variety of retirement solutions. With a focus on both retirement planning and financial planning, we offer our clients secure and predictable incomes throughout their golden years.

Our focus is on providing you with the information and choices you need to make an informed decision about your financial future. Whether you are planning for retirement, living in retirement, or striving for another financial goal, we have the experience and resources to help you toward accomplishing your objectives.

Meet Rick Foster Meet Kevin Christ Meet Amy Burch


As Seen In:

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Contact

Thank you for your interest. For questions or comments, please use the information listed here. We look forward to hearing from you soon.

Phone
(469) 680-8937 (Office)

Hours of Operation
Monday - Friday, 9 a.m.-5 p.m.
After-Hours Appointments Available

Address
1422 W Main Street, #200, Lewisville, TX 75067

Service Area
North Texas & Southern Oklahoma

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When you contact us, you may be offered information regarding the purchase of insurance and investment products. Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.