Financial Legacy
Investment Advice
Losses hurt more than gains help. One of our professional advisors can work with you to create a personalized strategy to achieve your financial goals. Everyone’s situation is unique, and we will create a plan that takes your needs, lifestyle, and goals into account.
We can help guide you through asset allocation, portfolio diversification, and market trends, to ensure that your investments are well-positioned. This maximizes your return opportunity while keeping risks low.
Risk/ Safety Investment Strategies
Our risk and safety investment strategies can help you grow your assets without risking them. One of our qualified professional financial advisors can create an investment strategy that balances risk and return, so you can grow your money with guardrails and ensure long-term financial stability. Our strategies include diversifying your income, defensive investments, and safe-haven assets.
Legacy Planning
Legacy planning services help you plan so that your assets can be passed on for future generations. Our advisors will take into account your wishes to accurately strategize a plan for your estate, trusts, and charitable giving strategies. Legacy planning provides you with the information you need to leave behind a lasting impact for your loved ones.
Tax Efficient Investment Strategies
Income and state taxes can affect your retirement income, and it can be difficult to navigate the ever-changing laws and regulations. Our experts can monitor changes in these rules and create a strategy that allows you to best reduce your taxable income, postpone your tax payments, and maximize after-tax returns. We specialize in identifying and implementing investment opportunities that minimize your tax burden. These tax efficient investment strategies are tailored to your needs and help ensure that you keep more of what you earn, so you can enjoy your retirement.
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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.
