Services
Financial Planning Services
Establish a Roadmap to Financial Independence
We will work with you to build a plan you can execute - with our support - to work toward reaching your financial goals. We can answer the questions that everyone has like, ‘Am I saving enough or too much? When can I retire? Can I afford this trip of a lifetime?’. We can calculate the trade-offs and talk through the balancing act of living for today while saving for tomorrow.
Together we can address legitimate concerns like outliving your money and when it is best for you to take Social Security benefits.
With clear instructions, monitored at least annually, you can feel confident that you’re on the right path to financial independence.
Portfolio Management
Individualized Investments
At Garda Financial Group, your portfolio composition will be unique to you. Each portfolio is composed specifically for you with your risk tolerances and goals in mind. No two client portfolio are exactly alike as all investments are chosen by us for you. You are not a formula; you do not fit into a ‘bucket’.
In choosing investments, we take the Fiduciary standard incredibly seriously and will ensure that your investments are best suited for you. We primarily invest in individual stocks and individual bonds and/or low-fee index ETFs. We believe that fees and taxes should be kept as low and predictable as possible. Please click on the button below to learn about our fees.
Efficient Tax Strategies
Lower Taxes = Higher Returns
Considering your tax brackets, we can build a financial plan together that keeps your tax bill as low (and predictable) as possible. We advise on tax-deductible retirement savings, tax-favored investment income, tax-loss harvesting and charitable giving (including Qualified Charitable Deductions and Donor Advised Funds).
Send us a message and we’ll set up a time for a complimentary and confidential phone call — let's optimize your tax situation together!
“Together we’ll create a holistic, simple and organized plan to make sure that you’re able to be comfortable and confident in the lifestyle that you’ve grown accustomed to.”
— Garda Financial Group