There’s good news - Life expectancy is at an all-time high. That said, there is a drawback; one can outlive one’s savings. Income planning is a critical element of a solid retirement strategy.

Maximizing financial success is turning numbers on a statement into real dollars in your bank account on a recurring basis like a paycheck regardless of the stock market conditions. 

Many people transitioning into retirement are focused less on taking risks and focused more on managing and preserving their wealth. We help you analyze your income sources and determine how to match them with future expenses by utilizing both passive and active management strategies.

We have experience developing portfolios using both methods and take into consideration your risk tolerance, goals, and time horizons. We take a holistic approach and help you address critical questions. 

Compensation packages and employee benefit plans offered through your employer are a great way to save for retirement. However, selecting the best options and maximizing contributions can be confusing. Guardian Protection helps you understand how your retirement plan works, how to optimize benefits, and coordinate your plans with your other retirement and investment strategies.

As we grow old, we have numerous questions about Social Security. How much will my income benefit be? How do I maximize my benefits? When should I begin taking Social Security? We understand the complexities of Social Security and can help you navigate it.