How We Can Help

At Guardian Wealth Management we want you to feel SECURE about retirement. You want certainty around your retirement plans. The problem is a lack of knowledge to put a proper plan in place, which can make you feel anxious..

We believe ministers who spend their lives serving others deserve a secure retirement. We understand the unique challenges ministers face when it comes to saving and planning for retirement. This is why we strive to help ministers utilize unique tax advantages, create sustainable retirement income, and limit market risk.

Housing Allowance for Ministers

Learn how to preserve your housing allowance with IRS code 107. Create lifelong security for you and your family while you are working and even after you retire.

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Investment Strategies

Investing is about proper planning to achieve your financial goals for retirement, affording college, or simply providing for your family.

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Tax Issues for Ministers

IRS codes are uniquely favorable when it comes to ministers and churches. We will walk you through the key tax benefits that you can receive, help to make sure that you are legally following these tax codes, and provide clarity throughout the entire tax planning process.

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Social Security Optimization

We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.

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Money Management

One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.

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Retirement Planning

No matter where you are in life, we can provide you the guidance, tools and services to help prepare for retirement on your terms.

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Annuities

Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.

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