Broker Check

Products & Services

Financial and Tax Planning Services

  • Retirement Planning (Qualified and Non-Qualified Plans)
    • 401(k), 403(b), Profit Sharing, and Pension Plans
  • Employee and Executive Benefits
  • Estate Tax and Distribution Planning  
  • Comprehensive Financial Planning
  • Investment Portfolio Design
  • College Planning
  • Life Insurance and Disability Income Planning 

CPA Team Based Model Consultant 

Have extensive experience working with CPAs providing resources and services that deliver the following benefits:
  • Mitigate loss of control that comes from referring clients to third parties
  • Strengthen client relationships by being more proactive and holistic in their service offering 
  • Provide more value-added services and ultimately greater client satisfaction
  • Expand the CPA's "brain trust" by providing access to qualified specialists 
  • The potential for increased organic growth from clients sharing the additional benefits received


  • Disability Income
  • Life Insurance
  • Long Term Care
  • Group Medical
  • Group Disability
  • Group Life


  • Mutual Funds
  • Bonds
  • Actively Managed Investment Portfolios
  • Variable Annuities
  • Fixed Annuities
  • Traditional IRA
  • Roth IRA
  • Brokerage Accounts

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.