Guardian Wells Financial

Guardian Wells Financial We help good people make great financial decisions to and through a happy retirement. Guiding you TO and THROUGH retirement is what we're all about. So.

The right retirement advisor might make all the difference in the world for you. It comes down to a choice. You can choose a broker or choose to a guide. You can have a portfolio or choose a PLAN. You can hope your money lasts a lifetime or You can ensure it does. You can wonder if your money is on track or choose to PUT it on track. You can let taxes eat up your $ or make the choice to be tax sma

rt. Simply put, retirement is that chapter of life we want you to get right. The first time. We equip you to establish long-term income, so your lifestyle stays consistent. Tax strategies that keep tens to hundreds of thousands of dollars in your pocket & eventually your kids/estate - that otherwise would pad the IRS coffers. We help you get healthcare, social security & pension decisions right. We offer adaptive investment strategies that put your money to work intentionally. We get your nest egg "behaving" the way you want based on what works for you. Ultimately, we believe that your retirement deserves focused attention that wasn't needed during the decades you spent leading up to it. Choose to create your own financial confidence in retirement & then come and see how our plans make that happen for You.

What a wonderful night celebrating the Christmas season with the people who make what we do so meaningful, our clients. ...
12/15/2025

What a wonderful night celebrating the Christmas season with the people who make what we do so meaningful, our clients. Thank you for trusting us, supporting us, and sharing in the joy of the holidays. 🎄

Gobble, gobble! We're stuffed with gratitude this Thanksgiving! As the turkey gets roasted and the pies get baked, we wa...
11/24/2025

Gobble, gobble! We're stuffed with gratitude this Thanksgiving! As the turkey gets roasted and the pies get baked, we want to take a moment to thank you for letting us be part of your retirement journey. Your trust and commitment mean the world to us!

07/21/2025

Small moves now mean less stress later.

07/14/2025

One guide. More confident planning.

07/07/2025

This checklist helps you catch blind spots early.

07/04/2025
06/30/2025

Use this checklist to get organized.

🧾 Taxes in Retirement: What You Need to Know for 2025 and BeyondPlanning for retirement? 📈 Learn how recent tax law chan...
05/23/2025

🧾 Taxes in Retirement: What You Need to Know for 2025 and Beyond
Planning for retirement? 📈 Learn how recent tax law changes could impact your income, Social Security, and healthcare strategies.
Join us for a no-cost informational workshop where you'll discover:
✅ Steps to help navigate new tax rules
✅ How Required Minimum Distributions (RMDs) affect your income
✅ Strategies to help structure retirement withdrawals wisely
✅ Tips to avoid costly mistakes that could impact your retirement
When:
📅 Wednesday, May 28 at 11:00 AM
📅 Thursday, May 29 at 11:00 AM
Where:
📍 Carmel Clay Public Library | 425 E. Main Street, Carmel, IN
Seating is limited.

To Register visit: myrsvp.biz/?id=267160
or
📧 Email [email protected]
(Please include your preferred date in the email.)

With so many Social Security claiming rules, it’s no surprise that claiming your maximum income can be confusing. This q...
10/18/2024

With so many Social Security claiming rules, it’s no surprise that claiming your maximum income can be confusing. This quick, 5-minute read breaks down what you should know into a simple decision matrix. Read now!

This 5-minute guide breaks down over 2,700 Social Security claiming rules

If you’re planning to claim Social Security soon and unsure of how to maximize your government-guaranteed income - check...
10/11/2024

If you’re planning to claim Social Security soon and unsure of how to maximize your government-guaranteed income - check out this quick 5-minute read.

Read this quick guide to identify the crucial steps to maximizing your Social Security income

Here’s a simple flowchart to help break down social security claiming rules. Read now!
10/04/2024

Here’s a simple flowchart to help break down social security claiming rules. Read now!

Access my guide to break down crucial Social Security decisions into a simple decision matrix

For those planning to claim Social Security soon, are you sure you’re maximizing your government-guaranteed income? This...
09/27/2024

For those planning to claim Social Security soon, are you sure you’re maximizing your government-guaranteed income? This simple flowchart breaks down important Social Security claiming rules into a simple decision matrix. Check it out!

This 5-minute read breaks down over 2,700 Social Security claiming rules

Address

10765 Lantern Road, Suite 100
Fishers, IN
46038

Opening Hours

Monday 8:45am - 5pm
Tuesday 8:45am - 5pm
Wednesday 8:45am - 5pm
Thursday 8:45am - 5pm
Friday 8:45am - 3pm

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