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Thank You For Allowing Us to Introduce Ray Financial & the Wealth Guardians


Welcome to Wealth Guardians

Our Mission: Protect your retirement from market loss with Safe money strategies

We are dedicated to helping you identify and achieve your retirement goals by offering retirement income planning, tax reduction strategies, social security maximization as well as a full spectrum of insurance services including LTC and disability. We have access to top industry professionals, processes and products and use strategies of safety and low risk to protect your retirement from loss.

We listen carefully, research thoroughly, and encourage questions until you feel comfortable proceeding. Once a client, your plan is reviewed together annually and we are always available to conference when you have questions or circumstances change.

We are equally dedicated to continually educating our clients and ourselves as changes in laws occur, which could affect your retirement strategy, and provide frequent education events to the community. Call or email us for a complimentary review of your current retirement strategy and take the first step in ‘protecting your retirement from market losses with safe money strategies.

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Listen to us LIVE every Saturday at 9:30am or click the link below to hear our past shows

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Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?