Wealth Guard Financial Services logo

Wealth Guard Financial Services

Protecting Your Wealth, Health & Future — One Plan at a Time
Contact us

Our Services

We are one stop for all your financial and insurance needs
Family meeting with advisor for financial and retirement planning (will & trust)

Estate Planning

Secure your legacy and protect your family with a personalized will or trust.

Peaceful retirement planning and long-term financial security

Retirement

Plan today to enjoy a secure, comfortable, and worry-free retirement tomorrow

Professional financial consultation for retirement and insurance planning

Medicare

Maximize your coverage and minimize costs with Medicare Advantage and Supplemental plans.

Education funding and future financial planning for families

Education

Save smartly for your child’s education with tax-advantaged college savings plans

Protecting family wealth with insurance and financial planning

Life

Protect your loved ones and provide financial security with the right life insurance.

Travel Insurance and protection

Travel

Stay protected abroad with coverage for medical emergencies, trip interruptions, and unexpected events.

View all services
Wealth Guard Financial Services logo

About Our Company

At Wealth Guard Financial Services, we are committed to helping individuals and families protect, grow, and transfer their wealth with confidence. As a trusted financial services firm, we provide personalized strategies tailored to your goals, stage of life, and long-term vision.

We specialize in life insurance, travel insurance, retirement planning, 401(k) rollovers, annuities, final expense coverage, college savings, Medicare solutions, long-term care planning, and estate solutions including wills and trusts. Our approach is educational, transparent, and client-focused—empowering you to make informed financial decisions with clarity and peace of mind.

Client Testimonials

“Working with Wealth Guard Financial Services was a great experience. Everything was explained clearly, and I felt confident making decisions about my retirement and life insurance.”
Thomas John
“Wealth Guard Financial Services took the time to understand our family’s needs and provided solutions that truly fit our goals. Professional, knowledgeable, and trustworthy.”
Edward King
“I appreciated the honest, educational approach. From Medicare options to long-term planning, I felt supported every step of the way.”
Jose Milan
Wealth Guard Financial Services business card and contact information
Explore Our Resources

Empower Your Financial Future

At Wealth Guard Financial Services, we believe informed clients make better financial decisions. Dive into our tools and resources that guide you on your financial journey.

Ready to take charge of your future? With WGFS, you can start your own financial services business with our turnkey platform. Stop Dreaming and Start Achieving – unlock your potential with WGFS today!

01

Budgeting Tools

Download free budgeting templates to take control of your finances today.

02

Retirement Guide

Unlock strategies for a secure future with our detailed retirement planning guide.

03

Tax Advice

Learn how to maximize your tax savings with our expert tips.

Scroll to Top