If you’re 10-15 years from wanting the option to stop working – that thing called retirement – and your savings are scattered across accounts you’ve never quite pulled together – Financial Confidence Planning was built for you.

Does this sound like you?

Most people we work with have been doing the right thing for years. The problem isn’t effort – it’s that nothing is connected and there isn’t a cohesive strategy.

You're 10-15 years out.

You don’t think of it as retirement yet. You call it freedom, options, or just not working forever. This is exactly the right time to build a strategy.

You have old 401K accounts.

Old plans from former employers sitting untouched, investments you opened years ago and haven’t looked at since. Sound familiar?

You're the first in your family to do this.

Perhaps you’ve never worked with a financial adviser before. Maybe your parents have and they suggested you give us a call. Either way, you’re in the right place.

What We Do Together – Build Your Financial Confidence Plan

We bring everything together, fill in the gaps and build a strategy that works for the next decade – and beyond.

1 - CONSOLIDATION

One full picture.
We pull together your 401ks, IRAs, investments and other accounts – including the old ones – so you can finally see what you have.

2 - OPTIMIZATION

Make your money work harder.
Maximize your employer 401k match, open or fund a Roth IRA, reduce fees and align your investments with where you are headed.

3 - TAX STRATEGY

Keep more of what you earn.
We build a tax-efficient strategy for now and for when you start drawing retirement income – so you’re not surprised later.

4 - PROTECTION

Protect what you’ve built.
Life insurance, estate planning basics and a cash emergency fund – so a job loss or life event doesn’t become a financial crisis.

5 - FAMILY PLANNING

College and next generation.
We advise you on 529 college savings plans, beneficiary reviews and strategies that factor in your whole family picture.

6 - ONGOING GUIDANCE

A partner for the long run.
We know life changes. We meet with you regularly to adjust your plan as your career, family and goals evolve over time.

Getting started is simple.

No jargon, no pressure. Just a clear-eyed look at where you are and a plan for where you’re going. You can expect to meet with us over two to three sessions as we craft your Financial Confidence Plan. There is no charge for these planning sessions.

Schedule a free 1 hour conversation.
We get to know you, your financial situation and what you’re trying to accomplish. There is no obligation and no sales pitch.

We build your full financial picture.
We pull together all your accounts – old 401ks, IRAs and other investments – so you can see everything in one place at one time.

You receive your Financial Confidence Plan.
Are we a good fit? Great! You receive a clear, concise strategy built around your income, your priorities and your goals – not a generic savings template.

We implement and stay with you.
We help you execute the plan – consolidating accounts, opening new ones, adjusting as life changes. We’re your ongoing partner. We meet annually to review your plan and adjust for any changes.

What makes The Wealth Guardians different.

We’re independent, holistic financial advisers, and because we are fiduciaries, required by law to put your best interests first.

Fiduciary.

We are legally required to act in your best interest – we’re not here to earn commission or push products.

Independent.

No parent company. No quotas. We recommend what is right for you, full stop.

Holistic.

Investments, taxes, insurance, estate planning – we handle all of it so nothing falls through the cracks.

Trusted.

We’ve been doing this for 25+ years. Check out our Google Business Profile or our Better Business Bureau reviews.

Local.

We’re in your community and have offices in Clemmons and Greensboro. We can even meet virtually, if you prefer.

Ready to see the full picture?

Schedule a complimentary, one hour conversation with one of our advisers. No obligation, just clarity. Click the button below to get started or call us today at 336-391-3409.