Matt Grabowski of The Bulfinch Group

05/29/2026

05/05/2026

Peter spent his career taking care of his surgical patients before he faced an unexpected disability. Thanks to careful planning and disability protection, he’s able to maintain the lifestyle he and his family were used to. Learn more about disability for medical professionals: https://guardianlife.com/about-guardian/guardian-annual/2024

04/03/2026

For many business owners, their business is their most important asset. That’s why buy-sell agreements can be vital. It is a critical arrangement that helps to protect the owner, shareholders, and the business itself. A buy-sell agreement helps to ensure the continuity of the business by documenting important issues and concerns in advance so that if an owner dies or becomes disabled — or leaves the business for whatever reason — the business can continue to run smoothly and have the potential to grow.

If you already have a written buy-sell agreement, you’re on the right track. But when was the last time you and your tax and legal advisor team reviewed it? If you don’t keep your buy-sell agreement up to date, it may not be protecting you in the way you originally intended.

Guardian’s Business Resource Center (BRC) can help. Working with your team of legal and tax professionals, Guardian’s Buy-Sell Review Program provides a professional review your existing buy-sell agreement to make sure it’s up to date. The BRC will then make recommendations based on your current business needs and situation — all complimentary to you.

When you elect to use the Buy-Sell Review Program, you will also receive a snapshot view of your business’s current value. You can review your comprehensive, customized report with your legal and tax advisors and assess any recommendations based on your current needs and long-term objectives.

Contact me today to learn how the Buy-Sell Review Program can help you better protect your business — and your loved ones — for years to come.

03/19/2026

Beautifully updated corner townhouse in desirable Meadowview Estates, located within the highly sought after Bicentennial School District. Move right into this 2 bedroom, 3 bath end unit featuring hardwood floors, a high efficiency gas boiler, and a freshly painted interior. The main level offers a....

02/13/2026

As a small business owner, it’s natural to worry about your sales pipeline. But the real elephant in the room? That’s retaining the employees your customers rely on. Let’s talk retention strategies asap.

02/11/2026

Cash Flow is the foundation of your financial future. Aside from allowing you to meet your obligations today, it locks in support for saving, investing and preparing for unexpected future events. Learn more in this short video. https://bit.ly/3L1HnsT

02/10/2026

How do great savers save and achieve financial confidence? Power your financial life and what’s important to you with a simple but effective strategy. Watch wi.st/44OOVXs