Stay The Course Or Make A Change?

Right now, there is uncertainty in spending. That also means that there are opportunities, but it’s important to make sure than you have a plan, whether you’re looking to hold steady or make a change. Having a financial management team who understands the landscape can make a real difference in your experience, so make sure you’ve got a team that you trust.

With Guardian Financial Management, you can rely on both our experience and our expertise. We’ve seen shifts in the market before, and our office can help you to understand what they mean for your family. Retirement and wealth planning can be tough on your own, so when you’re feeling lost, we’re here to help.

Develop your strategy with an effective financial management plan. Call Guardian Financial Management today to schedule a time to talk about your future.

Feeling Uncertain In The Market?

You’re definitely not alone. With so many recent changes, like increased tariffs and tough trade relations between the US and China, it’s tough to know where you might find some value on the market. Even stable earners like Apple are having to make significant shifts in the way they do business, so many people are feeling hesitant about trusting their wealth in traditional market vehicles.

It’s important to look at the market with a broader perspective. While the stock market may have its ups and downs on a daily basis, when you view its history, it trends upwards. Sometimes, the worst market days lead to real rebounds, and those times offer real growth opportunity.

A Diversified Portfolio Offers More Stability

While there are certainly chances for investment in the stock market, we recommend that you keep your wealth in a few different places. By having other, more stable sources for investment growth, in addition to market capital, you don’t have to rely exclusively on market shifts. That can be a real advantage, especially in uncertain times.

Principle-protected annuities, for example, offer a secure way to grow your money, and with lifetime income, they can be part of a successful investment strategy. You can securely live off this money while knowing that your initial investment capital remains safe. There are a few different forms of these annuities, so if you’re thinking about whether you need to make a change, ask our office about your options. We can help you to understand your avenues to see whether they would be right for you and your family.

Time To Make A Change? Call Guardian Financial Management

If you’ve got questions about your wealth management strategy, we’re here for you. To find out more about the advantages of principle-protected annuities, call Guardian Financial Management in Flower Mound, TX, today at 972-996-7858.

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.