The people who usually gravitate towards us and we have the most productive relationships with are with purpose-driven, open minded, and kind people. They’re the kind of individuals who have an incredible story of how their life has led them to where they are now but don’t know how to put all the pieces together.
We believe more than anything that you can build an amazing life of significance which will allow you to take care of the people you love, support the causes you care about, and make a real difference in the world.
And for people who can relate to the above, the Guardian Group is often the perfect partner for aligning your financial situation with your core beliefs and passions.
Our intention is to add value and clarity to you and your life – whether we work together or not. The best way for us to do that is to learn more about one another.
In our first appointment you or you and your partner come in to meet with us where we learn and identify if it makes sense for us to work together. This conversation takes place over a 90-minute timespan and the only decision we make is whether or not we want to have a second meeting. There are no fees associated with scheduling to meet with us.
If we move forward with a second meeting, we’ll meet to review actionable steps that you can take to improve your personal financial situation. All of the financial advocacy we offer falls under one of the five key areas of our Guardian Retirement Blueprint Process. Within our planning and our Guardian Blueprint Process we dig deeper to determine if we’re able to enhance and add value to your lives to help you achieve your personal dreams and goals for you and your family.
Here is the promise we make to you; if at any point in time we believe we can help you create an amazing life of significance, you can count on us to communicate this to you and share exactly what it will look like to work with us. If we don’t believe we are the best team to help you accomplish your goals, you can count on us to tell you that, and we will still help and serve you in any way we can.
We each have our own passions and experiences that drive us. We are all community focused people who find inspiration in different ways, because of our different walks of life.
We are known as a group of advocates that do more than what’s expected. The opportunity we have every day to connect, serve, and help make the world a better place is what inspires us.
This one’s easy. Yes, we are here to help. We know everyone says that, but after you meet us, you’ll walk away with clarity and understanding that it’s all we really want to do. We have an abundance mindset and an attitude that comes from a place of gratitude.
The opportunity to make connections and build relationships are profound to us. Because we are particular about the people we bring on as members and clients, they also have to be servant minded people. It’s our intention to always go above and beyond for others, which goes further than your financial plan. It means getting involved in the causes you care about, supporting and learning more about your personal mission, your child or grandchild’s college planning, establishing a secure legacy plan to help take care of your family and your loved ones.
Here’s what it looks like:
Virtual meetings, same process, same team.
The #1 reason why people don’t feel fulfilled by their relationship with an existing advisor is communication. As a firm with a focus on positive, proactive relationship building, we understand the importance of communication – especially for virtual clients until we’ve had the chance to meet face to face. It’s 2021, we can build plans to support your life of significance from anywhere.
The way we see it, providing access to our team and information about your finances is a part of our fiduciary responsibility.
And honestly, because of the busy lives that our clients usually live, even local clients sometimes prefer a virtual meeting. We’re here for it.
This one’s easy. Yes, we are here to help. We know everyone says that, but after you meet us, you’ll walk away with clarity and understanding that it’s all we really want to do. We have an abundance mindset and an attitude that comes from a place of gratitude.
The opportunity to make connections and build relationships are profound to us. Because we are particular about the people we bring on as members and clients, they also have to be servant minded people. It’s our intention to always go above and beyond for others, which goes further than your financial plan. It means getting involved in the causes you care about, supporting and learning more about your personal mission, your child or grandchild’s college planning, establishing a secure legacy plan to help take care of your family and your loved ones.
Here’s what it looks like:
Virtual meetings, same process, same team.
The #1 reason why people don’t feel fulfilled by their relationship with an existing advisor is communication. As a firm with a focus on positive, proactive relationship building, we understand the importance of communication – especially for virtual clients until we’ve had the chance to meet face to face. It’s 2021, we can build plans to support your life of significance from anywhere.
The way we see it, providing access to our team and information about your finances is a part of our fiduciary responsibility.
And honestly, because of the busy lives that our clients usually live, even local clients sometimes prefer a virtual meeting. We’re here for it.
Denver Office
1819 Denver West Dr.
Suite 205
Lakewood, CO 80401
303.506.9006
Kansas Office
107 1/2 W. North Street
Hanover, Kansas 66945
785.599.0001