Broker Check

Life is a great adventure that ought to be growing and expanding all the time. 

You ought to be prepared for your journey. As retirement planning outfitters we equip families with the planning tools necessary to make the journey safe, to make it flexible enough to take advantage of the side excursions, and to make it unforgettable. As retirement planning trail guides, we assist in navigating the turns and trails that your adventure travels along. No matter how well anyone plans a journey, changes always occur. Trails are closed. Bad weather comes. We walk slower than expected. Things happen, but a good trail guide is there to know where and how to resupply, what other trails are available to get to the destination, to encourage our adventurers through the challenging times, and to celebrate with them during great times. 

We don't do this alone. As outfitters, there are tools we can source for the families we serve directly. But we also need resources that are outside our purview. We have relationships throughout the insurance industry, with attorneys, with CPA's, with mortgage and banking professionals, and with real estate professionals so our clients are outfitted in all areas of their journey. 


Corporate Law

Estate Planning

Securities Law

Special Needs Trusts

Tax Law

Mergers & Acquisitions


Tax Preparation

Tax Planning

International Tax

Audits, Reviews, and Compilations

Mergers & Acquisitions

Financial Professionals

Profectus Financial Partners

The Bulfinch Group

Park Avenue Securities

Other Professionals

Mortgage Brokers


Property & Casualty Agents

Insurance Brokers

Real Estate Professionals

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, mortgage, real estate or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Neither Guardian nor its subsidiaries issue Property & Casualty insurance.