who are we?
Our Story
Wealth Guard Financial Services was founded with a simple belief: everyone deserves clear guidance and confidence when making financial decisions. Too often, families feel overwhelmed by complex options, confusing terms, and one-size-fits-all solutions. We set out to change that.
What began as a mission to educate and protect has grown into a trusted financial services firm dedicated to helping individuals and families build secure futures. By taking the time to listen, understand, and educate, we help our clients make informed decisions that align with their goals and values.
From life insurance and retirement planning to 401(k) rollovers, annuities, Medicare solutions, long-term care, college planning, and estate services including wills and trusts, our approach is always personal, transparent, and strategic. We believe financial planning isn’t just about products—it’s about people, protection, and peace of mind.
At Wealth Guard Financial Services, we don’t just plan for today. We help guard your wealth for every stage of life and for generations to come.
Our Mission
To educate, empower, and guide our clients so they can make informed decisions that safeguard their loved ones and secure their financial future.
Whether you’re protecting your family, planning your retirement, or exploring new financial opportunities, Wealth Guard is here to support you every step of the way.
Why Choose Us
Access to Multiple Top Carriers
We work with many trusted insurance and financial companies, so you get more options—not one-company solutions.
Unbiased, Needs-Based Recommendations
Solutions are chosen based on your goals and budget, not sales quotas
Expert Guidance Across Financial & Health Products
From life insurance and annuities to Medicare and health coverage, IMOs provide coordinated planning in one place.
Ongoing Support & Long-Term Service
We offer continued policy reviews, updates, and support as your life and needs change.
Client Testimonials
