The election could affect more than just politics—it could impact your financial future. Click the link to download our guide to gain expert insights on how to make smart financial moves, no matter the outcome of the election. https://lnkd.in/gTB47FTM #2024election #vote #politics #minneapolis #retirementplanning?#financialplanning
关于我们
Guardian Resources and Guardian Capital Management are Minnesota and Wisconsin based financial services companies. We take a holistic approach to retirement planning by integrating investments with tax planning, income planning and estate planning, ensuring that all the pieces of your retirement are working together seamlessly. We are dedicated to helping you design and create your best retirement future based on your values and goals. We provide proven and reliable strategies with a comprehensive suite of tools that help address your specific needs and may include, but are not limited to the following: ? Retirement Asset Preservation ? Retirement Wealth Management ? Tax Strategies ? Legacy and Charitable Giving ? Long-Term Care Strategies ? Guaranteed* Lifetime Annuity Income** ? On-Going Client Education Rest assured, we are responsive and committed to helping you meet your changing financial needs and objectives. Our team of financial advisors and insurance agents include Clifton Ross, Renae Lindberg, Andrew Sherwin, Jeff Olson, Darien Vvenker, and Jason Myhran, as well as a group of brilliant support team members. *Annuity guarantees rely on the financial strength and claims ability of the issuing insurer. **Some annuities may have a lifetime income guarantee as part of the base policy; others may have riders available for additional premium that provide this benefit. Investment Advise is offered through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700 Reno, NV 89521. It is important to read our disclosures available at this link https://belpointewealth.com/disclosure/. Belpointe Asset Management, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov.
- 网站
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https://myguardianresources.com/
Guardian Resources的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Minneapolis，Minnesota
- 类型
- 私人持股
- 创立
- 2010
地点
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主要
获取路线
6465 WAYZATA BLVD
US，Minnesota，Minneapolis，55426
Guardian Resources员工
动态
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Featured in the AE Insider magazine: Clifton shares his journey of transforming chaos into clarity and purpose! ??? When Clifton joined Advisors Excel in 2013, his business was growing rapidly - but that growth brought chaos. Teams were divided, culture was unstable, and systems were nonexistent. It felt like he had built a Frankenstein. ??♂? By focusing on fewer advisors, better processes, and building the right culture, Clifton turned things around. Now, with a smaller team and a supportive staff, his business is more efficient and productive than ever. The key? The right people, the right culture, and continuous learning. ? Key takeaways: - Bigger isn’t always better. - Focus on people and culture for lasting success.
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It was an honor to be part of the Journey event hosted by @advisors.excel in Arizona! ?? Our CEO, Clifton, had the opportunity to speak to the Scale Track room, sharing Guardian Resources’ best practices and strategies with other advisors and CEOs. ?? The Scale Track focuses on helping businesses maximize revenue, profit, and lifestyle while maintaining strong client relationships. We’re grateful for the chance to share our experience and learn from others in the industry! Big thanks to Advisors Excel for hosting such an impactful event! ?? #BusinessGrowth #AdvisorCommunity #GuardianResources #JourneyEvent #Leadership #FinancialAdvisors #AdvisorsExcel
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Last month, we hosted an amazing company event at WhirlyBall! ?? Between playing WhirlyBall, enjoying great food, and connecting over drinks, it was a perfect way for our team to relax and recharge. ?? #TeamBuilding #CompanyCulture #GuardianResources #WhirlyBall #SmallBusinessCommunity #Minneapolis
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We’re offering a complimentary guide to help you optimize taxes on your retirement income. ?? In this guide, you’ll learn how to manage Social Security benefit taxation, leverage strategic income draining for tax savings, and use donor-advised funds to avoid capital gains taxes. Click here to download our free guide for yourself or someone you know: https://lnkd.in/g_UWw8kc #RetirementPlanning #FinancialSecurity #GuardianResources #Minneapolis #FinancialPlanning #MinnesotaFinancialAdvisor
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Explore one of the four tax traps in retirement: ?? Mandatory Withdrawals from 401(k)/IRA/403(b) Click below to watch the full video and to learn more about the other traps are causing you higher taxes in the future and the strategies that can help lower your taxes in retirement. https://lnkd.in/guxeNgwD #minneapolis?#retirementplanning?#financialplanning?#wealthmanagement?#investmentplanning?#minnestoafinancialadvisor
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The top mistake in retirement planning is not realizing how much money you’ll really need. People forget about things like rising prices, healthcare, and unexpected costs, which can leave them short on savings later. To avoid this, regularly check your retirement plan review your goals, expenses, and savings. Use tools like retirement calculators or talk to a financial advisor to keep your plan on target and adjust for any changes. Being proactive helps to ensure your retirement savings match what you’ll actually need. Send us a message or comment the word “help” to schedule a free 15 minute phone call to examine your current financial situation and determine your retirement needs. #minneapolis #retirement #financialhelp #wealthmanagement #minnesota
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A few weeks ago, our team had the incredible opportunity to pack meals at Second Harvest Heartland, supporting families in our local communities. ?? We had such a great time and are so proud to contribute to such a meaningful cause and help those in need! #minneapolis #volunteer #minneapolisbusiness #giveback
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Here are a few of our favorite tips for Financial Independence: ?? Maximize Retirement Contributions: Contribute as much as possible to your 401(k) or IRA, especially to take full advantage of employer matching. ?? Build an Emergency Fund: Save 3-6 months’ worth of expenses in a high-yield savings account to cover unexpected costs. ?? Diversify Your Investments: Invest in a mix of stocks, bonds, and real estate to spread risk and increase potential returns. ?? Pay Off High-Interest Debt: Prioritize paying off high-interest debts like credit cards to save money on interest. ?? Review Your Financial Plan Regularly: Regularly check and adjust your financial plan to stay on track with your goals as circumstances change. #minneapolis #retirementplanning #financialplanning #wealthmanagement #investmentplanning #minnestoafinancialadvisor
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What makes us unique: ?? Legal Partnership: We are partnered with a law firm for a unique approach to retirement planning. ?? Free Legal Consultation: Meet with an attorney at no cost to ensure your assets are legally protected. ?? Estate Planning Priority: Our legal experts guide you first, followed by financial advisors for a seamless plan. ?? Financial Excellence: Our advisors create personalized retirement plans aligned with legal strategies. #minneapolis #retirementplanning #financialplanning #wealthmanagement #investmentplanning #minnestoafinancialadvisor
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