Learn the Basics of Financial Planning

To help clients, referrals, and visitors make the most of their assets, the staff at Guardian Financial Management in Lewisville, Texas, holds retirement seminars designed to teach our community more about available options. These financial seminars include informational lectures as well as insurance sales presentations that focus on specific retirement topics, keeping you up-to-date on issues that matter to you, your family, and your financial well-being.

Engaging Format

We know that listening to someone talk about finances for a few hours doesn't sound like a great time, but we do our best to make the material both interesting and easy to understand. Our seminars often include guest speakers and special activities as well as take-home materials that will provide you with additional information.

Personalized Plans

If you would like to talk more about your specific financial needs, feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar and insurance sales presentation. Please note that by attending an event or scheduling a meeting you acknowledge that you may be offered information regarding the purchase of insurance and investment products.

Radio Programs

For more frequent advice, tune in to our radio program "Plain-Talk, No Worries Financial Hour." You can find us on:

660 AM The Answer - Saturdays at 9:00 a.m.