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  • About
    • Meet The Wealth Guardians
    • Our Services
    • Our Strategic Financial Planning Process
    • Custom Retirement Paycheck Plan
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    • Upcoming Events
  • Resources
    • Blog
    • Financial Reports
    • Financial Calculators
  • Media
    • Podcast
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  • Lessons from the Great Recession of 2007 – 2009
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    Lessons from the Great Recession of 2007 – 2009

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Lessons from the Great Recession of 2007 – 2009

Before the next recession hits (July?), make sure you are prepared After the Great Recession from 2007 to 2009 hit, far too many Americans found themselves without any savings to get through the hardships of unemployment, falling house prices, dwindling [...]

Brooks Brown2022-06-29T20:47:25-04:00Uncategorized|
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  • 3 Sobering Thoughts Hurting Your Retirement
    Gallery

    3 Sobering Thoughts Hurting Your Retirement

    Retirement Planning, Uncategorized

3 Sobering Thoughts Hurting Your Retirement

Stagnant wage growth, rising inflation and low interest rates are real issues The idea of retiring at age 65 with a gold watch and a fully funded retirement account is a quaint notion for many Americans. Amid stagnating real wages, [...]

Brooks Brown2021-12-30T15:03:47-05:00Retirement Planning, Uncategorized|
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  • ‘Twas an Advisor’s Night Before Christmas
    Gallery

    ‘Twas an Advisor’s Night Before Christmas

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‘Twas an Advisor’s Night Before Christmas

’Twas the week before Christmas and here in my chair; I sat in the office, foul weather or fair. The world was at play, but clients might call; I kept myself reachable, for one or for all. And, lo, I [...]

Brooks Brown2021-11-29T16:30:31-05:00Uncategorized|
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  • Your Retirement Plan. Ready to Roll(Over)?
    Gallery

    Your Retirement Plan. Ready to Roll(Over)?

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Your Retirement Plan. Ready to Roll(Over)?

Nowadays, individuals change jobs many times throughout their working lives. If you are starting a new phase of your career, you’re probably carefully considering how to handle your finances while making the transition. One important aspect is your retirement plan [...]

Brooks Brown2021-09-07T16:20:09-04:00Uncategorized|
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  • Are You Planning an Early Retirement?
    Gallery

    Are You Planning an Early Retirement?

    Uncategorized

Are You Planning an Early Retirement?

As your 62nd birthday approaches, the dream of early retirement may be a possibility. From that day on, you may qualify for Social Security retirement benefits. But as attractive as monthly checks may be, seriously consider your financial position to [...]

Brooks Brown2021-08-05T15:05:37-04:00Uncategorized|
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Clemmons Office
3554 Clemmons Road
Suite 001
Clemmons, NC 27012
Office: (336) 391-3409

Charlotte Office
15720 Brixham Hill Avenue
Suite 300
Charlotte, NC 28277
Office: (336) 391-3409

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Our Clemmons office also serves the communities of Winston-Salem, Greensboro, Lexington, High Point, Mocksville, Oak Ridge and Mount Airy.

Copyright © 2024 The Wealth Guardians
Investment Advisory Services offered through Alphastar Capital Management, LLC, a SEC registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The Wealth Guardians and Alphastar Capital Management, LLC are separate and independent entities. Better Business Bureau Disclaimer – The Wealth Guardians is a Better Business Bureau (BBB) Accredited Business since 05/08/2013 and rated A+ since 05/08/2013. BBB bases its accreditation and ratings based on the following criteria (this list is meant to summarize the relevant factors but is not meant to be all-inclusive): business complaint history, type of business, time in business, transparent business practices, failure to honor BBB commitments, licensing and governing actions known to BBB and advertising issues with BBB. Only accredited businesses who meet the following standards may use the BBB logo/link in advertising: Build trust, advertise honestly, tell the truth, be transparent, honor promises, be responsive, safeguard privacy and embody integrity. The BBB receives compensation from The Wealth Guardians in the form of membership dues to obtain accreditations. The Wealth Guardian’s membership in the BBB in turn provides the opportunity for clients to give ratings through their platform.

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