Tailored planning concepts for high-net-worth individuals and businesses.

Our team of attorneys, CPAs, CLUs, ChFCs, and tax professionals have over 255 cumulative years experience in advanced planning. Guardian’s culture of innovation is infused in the Business Resource Center. Our experienced team crafts strategic plan designs and approaches to meet your clients’ needs. We are highly trained and knowledgeable professionals in all areas of advanced business, individual, and wealth transfer planning and our wide range of specialties include:

  • Succession Planning
  • Buy-Sell Planning
  • Insurance Only LLCs
  • Disability Buy-out Insurance
  • Key Person Life and DI
  • Individual and wealth transfer planning:
  • Estate Tax Planning
  • Inheritance Equalization
  • Wills and Trusts
  • Generation Skipping Planning
  • Family Limited Partnerships
  • Commercial Premium Financing
  • Private Financing/ Split Dollar
  • Special Needs Planning
  • Charitable Planning
  • Life Insurance as Supplemental Retirement Income
  • Safe Harbor and Solo 401(k)s
  • Traditional Defined Benefit Plans
  • Cash Balance Plans
  • Profit Sharing Plans
  • SEP-IRAs
  • 412e3
  • Executive Bonus Plans
  • Supplemental Executive Retirement Plans
  • Non-Qualified Deferred Compensation
  • Split Dollar
  • BizEquity business valuations
  • BEI Exit Planning Solutions
  • Will and Trusts review
  • Buy-Sell Plan review
  • Key Person Plan review

Disclosure: Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

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