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

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.