Jared Daniel, CFP^®

A financial plan includes a lot more that just you investment accounts, yet it seems that many of my competitors that's all they focus on. I identified early on in my career that to create a reliable financial plan that other factors have a huge impact such as your tax rate and tax circumstances, how you will actually transfer your assets to your beneficiaries. Ensuring that insurance products are competitively priced yet safe and reliable. So with this information I created Wealth Guardian Group which really is a group of collaborating companies to bring all the pieces of the puzzle to one place. Here we not only create a Financial Plan and manage your money, but we also prepare your tax return, and help you will tax planning, we help you with your estate plan, and actually prepare Living Trusts, Wills and other legal documents to make sure things happen the way you wish, we provide insurance products, in fact we work with over 120 insurance companies to make sure you are matched with the best. Our firm will bring everything together for you and will manage it all for you.

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances