Small Business Planning
401K Retirement Planning
401Ks are a valuable benefit that help attract and retain top candidates. Help your employees feel secure in their financial future by providing them with a 401k plan that fits their needs.
The team at Guardian Financial Management can help create comprehensive 401k retirement plans that meet the unique needs of your business. Our qualified professionals can help guide you through the process of planning, compliance, and administering valuable 401k retirement plans.
Key Employee Insurance And Planning
Your key employees are vital to the success of your business, and one of your business’s most valuable assets. Key employee insurance and planning services help identify essential personnel and create customized insurance policies that protect against the loss of critical team members. By adding this to your small business planning, you can ensure business continuity and stability.
Succession Planning
Leadership transitions can be a tricky time for your small business. One of our qualified financial advisors can help guide you through the process of succession planning to help ensure a seamless transition.Whether you plan to pass the business to a family member, a key employee, or an external buyer, our experts can help make this transition as smooth as possible to protect the stability of your business.
Strategic Asset Management
Our strategic asset management services are tailored to meet the unique needs of your small business. One of our qualified advisors can guide you through needs including asset allocation, risk management, and portfolio optimization to support your long-term financial success. This proactive planning can help you maximize your returns while keeping risks low.
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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.
