Broker Check
Retirement Let us tell you about our Process Investment Jane Bond: Decoding Diversification

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.

Doug is a member of:

Click here

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

94.5 WPTI Radio logo

Click here

Attend One of Our Upcoming Events

Learn More

Download One of Our Free Reports

Learn More



Helpful Content

Get Paid for Going Green

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.