Wealth Guard Financial Services
Protecting Your Wealth, Health & Future — One Plan at a Time
Why Choose Us?
Independent & client-first
Multiple carriers
Licensed professionals
Education-focused approach
Retirement Planning
Plan for your future today with our personalized retirement strategies that grow your savings.
Life Insurance
Protect your loved ones with our comprehensive life insurance plans that offer peace of mind.
College Funding
Make higher education affordable with our tailored college funding solutions.
Will & Trusts
Affordable, attorney-guided will and trust solutions to ensure your assets, family, and wishes are protected.
Medicare Services
Navigate Medicare with confidence using our expert guidance and personalized plans.
Annuity Plans
Annuities provide guaranteed retirement income, tax-deferred growth, and financial security for your future.
401K Rollover
Easily transfer your 401(k) to grow savings and simplify retirement planning.
Final Expenses
Cover end-of-life costs and ease your family’s financial burden with a final expense plan
Index Universal Life
Protect your loved ones while building cash value with flexible, permanent life insurance.
Long Term Care
Protect your future care needs and preserve your savings with long-term care coverage