Why Guardian Financial Management?

When you decide to make the leap into retirement, do so with the confidence that comes from having a plan. Guardian Financial Management helps our clients create sound income strategies to ensure that their retirement income will last as long as they do. Our first priority is making sure your financial needs, as well as the needs of your loved ones, are all accounted for.

Fiduciary:

As fiduciaries, we operate under what is known as the fiduciary standard. We always act in the best interest of our clients and place the client’s best interest before ours. We believe it's important to maintain a trustworthy relationship with our clients.

Independent:

As independent advisors, we are not tied to any specific investments. We offer advice and planning that is unique to your goals.

Tailored Financial Plans:

We provide you with the tools and advice necessary to help you make informed decisions for your retirement. We do not have a “one size fits all” plan. We customize each plan based on your specific goals. After your plan is implemented, we monitor and adjust as life changes.

Attentive:

We value your time and needs. We respond promptly to your inquiries. We believe you shouldn’t have to listen to hold music to get answers. We are available in person, by phone, & electronic communication.

Start building your personalized retirement strategy. Call (972) 996-7858

About Us

Located in Lewisville, Texas, Guardian Financial Management is a retirement income investment planner that uses diversified strategies and alternative investments with reduced risk to help our clients identify and understand a variety of retirement solutions. With a focus on both retirement planning and financial planning, we offer our clients secure and predictable incomes throughout their golden years.

Our focus is on providing you with the information and choices you need to make an informed decision about your financial future. Whether you are planning for retirement, living in retirement, or striving for another financial goal, we have the experience and resources to help you toward accomplishing your objectives.

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Contact

Thank you for your interest. For questions or comments, please use the information listed here. We look forward to hearing from you soon.

Phone
Office (972) 996-7858

Toll Free (800)25-RETIRE

Hours of Operation
Monday - Friday, 9 a.m.-5 p.m.

Address
600 Parker Square, 220, Flower Mound, TX 75028

Service Area
North Texas, Southern Oklahoma, DFW area and East Texas

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When you contact us, you may be offered information regarding the purchase of insurance and investment products. Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

Disclosures

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Guardian Financial Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product are not offered by Brookstone Capital Management.