Step 1: Assessment and Plan Establishment

We believe sound investing begins with clear communication and understanding. The first step in putting together a personally tailored Investment Plan is an in-depth review of your current financial situation that explores your goals, objectives, priorities and values. We will also discuss your risk tolerance, tax situation, investment time horizon and income needs.

Step 2: Implementation

If you select Guardian Wealth Advisors to provide investment management services, we will then choose the investment vehicles for your personalized plan. Each personalized plan is based on one of five model strategies:

Generally, mutual funds and exchange-traded funds are used to meet the equity holding positions of the portfolio, while various types of fixed income securities, including corporate bonds, US government or agency securities, municipal securities, certificates of deposits and mutual funds are used to meet the fixed income holding positions. Guardian Wealth Advisors will facilitate trades you have approved with your custodian.

Step 3: Account Setup

Before you sign an Agreement with Guardian Wealth Advisors, you will need to select a custodian. It is our experience that fees such as transaction costs are a determining factor in overall portfolio performance and should be scrutinized. Recommendations of custodians are available upon request.

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