Broker Check

Planning Services

Solutions & Services

Guardian Kansas City assists individuals, their families, and business owners in gaining control of their financial futures. Applying our unique planning methodology, your Guardian Kansas City financial associate will analyze the broad scope of your life situation and create a unified plan designed to not only meet your needs but also help fulfill your dreams.

Individual, Family, and Business-Owner Planning Services include:

The following are some of the concerns that Guardian Kansas City can answer for individuals, families, and business owners:

  • What is the smartest way to pay for my children’s college education?
  • Am I putting enough away for retirement? Will I have to compromise my current lifestyle?
  • How can I gain more control over my financial situation, while paying less in taxes?
  • How do I position my stock options into usable wealth?
  • How can I protect my family in the event I or my spouse become disabled? or die?
  • How do I sell my business and enjoy retirement, while still leaving a legacy for my children and grandchildren?
  • Can you help me and my partner implement a business succession plan that addresses disability and/or death in a mutually beneficial way?
  • How can I better translate business success into personal wealth?

Family Security

All the planning in the world won’t help a family that is unprepared to face some of life’s harshest challenges, disability, illness, an untimely death. Guardian Kansas City will help your family prepare to replace lost income under any circumstance, including other potential wealth-eroding factors such as inflation and taxes.

Estate Planning*

Wouldn’t it be nice to have confidence knowing that you have prepared a legacy for those you love and the causes you support? Protection and planning for your heirs, estate tax planning, trust establishment and charitable giving are just a few of the issues with which Guardian Kansas Ctiy will help you with.

Retirement Security

Everyone wants a “comfortable” retirement. But wouldn’t it be better to have a plan capable of achieving results beyond comfort? We will help you maximize your retirement income to live the life you’ve always wanted.

Key Employee Insurance

Would the loss of the business owner or top management greatly affect your company’s bottom lines? Guardian Kansas City can arrange programs to indemnify your company and protect its assets in the event of partner death or disability, or the unforeseen loss of a key employee.

Business Continuation

Guardian Kansas City works with many family-owned and small businesses to help them plan for business continuity and prepare for challenges that might interfere with that plan, i.e., taxes, legal fees, and family discord.

Disability Insurance

Chances are you insure your car, your home, your health – even your business property. Your ability to earn an income is one of your most valuable assets. Is it adequately protected? Few people fully appreciate the staggering risks that a disability presents: lost income, reduced ability to accumulate retirement funds, and the potential for enormous medical expenses.


Investment Strategies

Because many of today’s investors are seeking a single point of contact for their financial needs, we can help provide the solution through a broad array of quality products and services that include:

  • Listed and OTC Equities
  • Fixed Income Trading (Corporate, Municipals, Treasury, and Agency Securities)
  • Options (Index and Equity)
  • Mutual Funds (Load and No-Load
  • Variable Life Insurance and Variable Annuities
  • Unit Investment Trusts, Real Estate Investment Trusts and Limited Partnerships
  • Margin Accounts
  • Certificates of Deposit
  • Fee-based Account Services

* Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.