We’re here to help you climb the mountain.
Who is Guardian Financial?
Guardian Financial Management is a retirement income investment firm located in Flower Mound, Texas. Our goal is to help our clients make informed financial decisions and create a secure and comfortable retirement. Our team of qualified professionals help you grow your money with guardrails by guiding you through the process of retirement income planning, retirement tax planning, and other financial goals.
Matt Howard
PRESIDENT
After receiving his degree from the University of Arkansas, Matt began his career in the oil and gas industry. As a consultant for an accounting and reorganization firm, Matt gained lengthy experience uncovering the impact of poor financial planning, which showed him the firsthand impact of partaking in poor financial activities. This experience has inspired him to help others learn how to properly protect, invest, and grow their assets.
Tyler Rea • CPA
SENIOR ADVISOR
Tyler is a Certified Public Accountant (CPA) and a man of faith. He takes a comprehensive approach to financial planning, considering all aspects of his clients’ financial lives and developing tailored solutions to help them achieve their long-term goals. After graduating from Texas A&M University, he began working as an auditor for Ernst and Young before transitioning to an Accounting Manager in the insurance industry.
PLAIN TALK,
NO WORRIES
SATURDAYS • 9 AM & 1 PM
As Heard On
Let’s Talk About It…
Guardian Financial’s radio show & podcast
Our radio show, Plain Talk, No Worries, provides real solutions for real people. If you have questions about guaranteeing enough income in retirement, minimizing taxes, or protecting your retirement savings tune in with Matt and Tyler every Saturday. As the name suggests, we address these concerns in a way that’s clear, simple, and easy to understand. Tune in to the show every Saturday for advice on a sleep-easy retirement!
How Guardian Financial Helps
Guardian Financial Management offers services including retirement planning, wealth management, tax strategies, and more. We strive to prioritize your individual needs so that you can make informed decisions for your future. Our team of professional advisors can help simplify your financial planning, which allows you to relax and enjoy retirement. Every client is different, and we will help find a plan that matches your needs and changes as your needs evolve. We look forward to helping you reach your financial goals.
Retirement Planning
After all your years of hard work, you deserve to have a relaxing retirement. Our team of professionals can help you make wise investment decisions to protect your assets, standard of living, and financial future.
Wealth Management
Losses hurt more than gains help. Our team of professional financial advisors can help you create a personalized investment strategy that keeps your assets safe. Wealth management guidance can help you take advantage of bull markets while minimizing your risks.
Tax Strategies
Estate and income taxes can affect your retirement income. We can help you discover several ways to minimize your tax burden through options like charitable giving. Tax minimization strategies can also help increase your eventual payout.
Financial Legacy
Guided long-term planning can help ensure that your needs and the needs of your family will be taken care of. We can help simplify the process of estate planning and life insurance so that your needs and your family’s needs are accounted for.
Small Business Planning
Starting your own venture is no easy task. You deserve a partner when it comes to strategic asset management and 401k retirement, employee insurance, and succession planning. We’re invested in your success.
Why Choose Guardian Financial?
Our team of professionals takes a personalized approach to the financial planning process. Every individual’s needs are unique, and we will take this into consideration. We act in the best interest of our clients to find the right investment strategies. We will provide you with the tools and information necessary to make an informed decision for your financial needs. Our advisors are here for you in person, over the phone, and available through electronic communication.
Fiduciary
As fiduciaries, we operate under what is known as the fiduciary standard. Our priority is helping you create the best plan for your needs. We will keep your best interests in mind so that you can make informed decisions throughout the planning process.
Independent
As independent advisors, we can offer tailored advice based on your needs. When developing your financial plan, we will take your lifestyle, needs, and goals into account.
Tailored
Our team of professionals will provide you with tools, information, and resources necessary to make an informed decision. Each plan is tailored to meet your specific needs and will be monitored as your life evolves and needs change.
Attentive
We value your time and needs. Our team is here for you: in person, over the phone, or through electronic communication. You can trust us to have the answers you need, when you need them.
Take Your First Step
Contact Us
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Guardian Financial Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims’ paying ability of the issuing company and are not offered by Brookstone.
