We believe that wealth management is the marriage of personalized Investment Management and strategic, comprehensive and ongoing Financial Planning.
We incorporate both into our Wealth Management services because we believe that investment decisions can only be made properly in the context of your specific goals. Articulating your goals is just the beginning. After conducting a thorough analysis, we present, monitor, update, and help you implement a detailed plan designed to help you achieve your goals in the most efficient, tax-effective manner possible. The work we do will provide you with a personalized plan that will allow us to design and implement a truly meaningful and personalized investment program for you.
The result is completely objective and customized advice – because everything we do is driven by your individual financial goals and objectives. Our ongoing work helps ensure that your investment portfolio is developed to help you achieve your specific financial and personal objectives. Our only goal is to service the long term financial interests of our clients. We have been in business for 20 years with this clear cut philosophy: We work for clients, not commissions.”
“If you think education is expensive, try ignorance.”
- Derek Bok, former President of Harvard
For existing tax clients, we offer a complimentary one hour meeting to discuss your current financial status and objectives. Please contact the managing officer of WealthGuard Advisory Group LLC, John Williams for more information.
This tax season is an important one for many business owners because it’s the first that will be impacted by the Tax Cuts and Jobs Act (TCJA). How big of an impact is dependent on your unique situation. We’ve compiled this short list of provisions that may affect the business community:
According to Forbes.com, Super Bowl viewers traditionally load up on millions of pounds of less-than-healthy foods during the big game—including ribs, pulled pork, tortilla chips, nuts, popcorn and bacon—all washed down with beer (the Super Bowl beverage of choice). If you are trying to stick to your New Year’s resolution to eat better, consider a few healthy substitutes for the traditional Super Bowl eats:
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.