frequently asked questions

Is The Guardian Group Right For Me? How Does A Relationship With The Guardian Group Begin? What Does It look Like To Be A Member Of The Guardian Group And Be A Client? What Inspires Us? Are There Resources Where I Can Get Started On My Own Because I'm Not Ready To Meet? I'm Not Ready For The 5-Step Process And I Have A Specific Question About:

The people who usually gravitate towards us and we have the most productive relationships with are with purpose-driven, open minded, and kind people.They’re the kind of individuals who have an incredible story of how their life has led them to where they are now but don’t know how to put all the pieces together.  We believe more than anything that you can build an amazing life of significance which will allow you to take care of the people you love, support the causes you care about, and make a real difference in the world.  And for people who can relate to the above, the Guardian Group is often the perfect partner for aligning your financial situation with your core beliefs and passions.
Our intention is to add value and clarity to you and your life – whether we work together or not. The best way for us to do that is to learn more about one another. In our first appointment you or you and your partner come in to meet with us where we learn and identify if it makes sense for us to work together. This conversation takes place over a 90-minute timespan and the only decision we make is whether or not we want to have a second meeting. There are no fees associated with scheduling to meet with us. If we move forward with a second meeting, we’ll meet to review actionable steps that you can take to improve your personal financial situation. All of the financial advocacy we offer falls under one of the five key areas of our Guardian Retirement Blueprint Process. (Link to our Blueprint Process Page). Within our planning and our Guardian Blueprint Process we dig deeper to determine if we’re able to enhance and add value to your lives to help you achieve your personal dreams and goals for you and your family. Here is the promise we make to you; if at any point in time we believe we can help you create an amazing life of significance, you can count on us to communicate this to you and share exactly what it will look like to work with us. If we don’t believe we are the best team to help you accomplish your goals, you can count on us to tell you that, and we will still help and serve you in any way we can. 
Part of our Guardian Blueprint process is to constantly engage with you and work toward your goals together. This is an ongoing plan which focuses on your 5 main areas of your financial life that we are always addressing and updating as needed together.  We incorporate a team approach that offers access to all our resources and provides the greatest impact on your life, the people you care about, and the causes you support. Through getting to know you and understanding your needs and goals, collectively we’ll determine the frequency in which we get together to revisit your goals and plan together. For our clients this may be quarterly, bi-annually, or when there’s a life event such as eligibility for Medicare enrollment. Communication is a priority for us. When the market is down we have your back, we’ll let you know when a law change impacts you, and so much more.   We’ll also connect with you to learn more about your community interests, causes you support, hobbies, adventures and more to continuously stay connected with one another. We want to do business with people we want to do life with. If you simply want us to build a financial plan that is aligned with your goals and managed, etc, it would be our honor.  But, one of the biggest reasons why people come to work with us is related to the various events and experiences we coordinate in the greater Denver area throughout the year. There’s no obligation to attend, but we’d be thrilled about an opportunity to get to know you and your family better and create our own incredible stories together.  If you’re serious about joining our community, please pick up the phone and call us because we’re looking forward to connecting with you and learning more about your story.  We are not sales people. We are givers and we are servants, not just financial advisors.  We’re blessed with our opportunity to make an impact on the world for generations to come. 
We each have our own passions and experiences that drive us. We are all community focused people who find inspiration in different ways, because of our different walks of life. 
  • What inspires our founder Andy’s work are the experiences and the opportunities he has to see the impact of giving back, educating communities, and integrating into a new culture during his visits to Mexico, and through his mission work at (Link Volcanes School). 
  • It’s Bobbie’s experiences as an adventure seeker that allows her to make friends everywhere she goes. This has provided her opportunities to learn and connect with the world in a way that she’s able to create a more significant impact. 
  • It’s the pride Matt feels when he meets with families with their own stories, multi-generational business owners, and hard working farmers. Legacies that he and his family have the joy of watching live on. 
  • For Joe, the joy he gets when he sees firsthand the people he cares about most accomplish their goals with their families and invest in their passions. 
  • Lee finds inspiration in helping children burn victims attend camps where they are able to continue their rehabilitation efforts and connect with others also going through a recovery journey.
We are known as a group of advocates that do more than what’s expected. The opportunity we have every day to connect, serve, and help make the world a better place is what inspires us.

This one’s easy. Yes, we are here to help. We know everyone says that, but after you meet us, you’ll walk away with clarity and understanding that it’s all we really want to do. We have an abundance mindset and an attitude that comes from a place of gratitude. 

The opportunity to make connections and build relationships are profound to us. Because we are particular about the people we bring on as members and clients, they also have to be servant minded people. It’s our intention to always go above and beyond for others, which goes further than your financial plan. It means getting involved in the causes you care about, supporting and learning more about your personal mission, your child or grandchild’s college planning, establishing a secure legacy plan to help take care of your family and your loved ones.

Here’s what it looks like: 

Virtual meetings, same process, same team. 

The #1 reason why people don’t feel fulfilled by their relationship with an existing advisor is communication. As a firm with a focus on positive, proactive relationship building, we understand the importance of communication – especially for virtual clients until we’ve had the chance to meet face to face. It’s 2021, we can build plans to support your life of significance from anywhere. 

The way we see it, providing access to our team and information about your finances is a part of our fiduciary responsibility. 

And honestly, because of the busy lives that our clients usually live, even local clients sometimes prefer a virtual meeting. We’re here for it. 

If you are someone who wants to excel and raise the bar in every area of your life, you understand that online tools can only take you so far. Just as you have dedicated your life to becoming the best in your area, we have dedicated ourselves to becoming professionals in the financial arena. The easy answer would be to tell you to check out our resources page – which you definitely could do and get some value out of.  But, here’s the thing. There are many online tools and spreadsheets you can use, likely with decent success. But no spreadsheet, Youtube video or financial planning blog can ever replace the value of a comprehensive and coordinated long-term plan.  As a high quality, experienced community of dedicated financial advisors, here’s our advice if you’re serious about (getting your money right).  Work with an advisor. Maybe it’s us, maybe it’s not.  But whoever it is, better be able to: 
  • Call themselves a fiduciary
  • Align and coordinate the 5 Worlds 
  • Add value proactively in every interaction
If it’s us? We’d be honored.  The Guardian Group isn’t just another financial planning firm… it’s a curated community of proven people here to support you in living a fun, happy life of significance. 
  • Medicare Planning
  • Budgeting
  • My Investment Portfolio
  • My 401K
  • Long-Term Care
  • Establishing my personal Estate Documents
Please pick up the phone and connect with us. Our mission is to serve and we are happy to simply walk through it with you. We promise we are never going to sell you anything, and we want to help.  Most fiduciaries think they’re holding up their fiduciary responsibility by doing these things: 
  • Doing what’s right for the client
  • Being Prudent 
We don’t think that’s enough.  Our standards for acting as a fiduciary also include: 
  • Communication 
  • Listening 
  • Getting to more about you than just what’s on your financial statements
The people who usually gravitate towards us and we have the most productive relationships with are with purpose-driven, open minded, and kind people.They’re the kind of individuals who have an incredible story of how their life has led them to where they are now but don’t know how to put all the pieces together.  We believe more than anything that you can build an amazing life of significance which will allow you to take care of the people you love, support the causes you care about, and make a real difference in the world.  And for people who can relate to the above, the Guardian Group is often the perfect partner for aligning your financial situation with your core beliefs and passions.
Our intention is to add value and clarity to you and your life – whether we work together or not. The best way for us to do that is to learn more about one another. In our first appointment you or you and your partner come in to meet with us where we learn and identify if it makes sense for us to work together. This conversation takes place over a 90-minute timespan and the only decision we make is whether or not we want to have a second meeting. There are no fees associated with scheduling to meet with us. If we move forward with a second meeting, we’ll meet to review actionable steps that you can take to improve your personal financial situation. All of the financial advocacy we offer falls under one of the five key areas of our Guardian Retirement Blueprint Process. (Link to our Blueprint Process Page). Within our planning and our Guardian Blueprint Process we dig deeper to determine if we’re able to enhance and add value to your lives to help you achieve your personal dreams and goals for you and your family. Here is the promise we make to you; if at any point in time we believe we can help you create an amazing life of significance, you can count on us to communicate this to you and share exactly what it will look like to work with us. If we don’t believe we are the best team to help you accomplish your goals, you can count on us to tell you that, and we will still help and serve you in any way we can. 
Part of our Guardian Blueprint process is to constantly engage with you and work toward your goals together. This is an ongoing plan which focuses on your 5 main areas of your financial life that we are always addressing and updating as needed together.  We incorporate a team approach that offers access to all our resources and provides the greatest impact on your life, the people you care about, and the causes you support. Through getting to know you and understanding your needs and goals, collectively we’ll determine the frequency in which we get together to revisit your goals and plan together. For our clients this may be quarterly, bi-annually, or when there’s a life event such as eligibility for Medicare enrollment. Communication is a priority for us. When the market is down we have your back, we’ll let you know when a law change impacts you, and so much more.   We’ll also connect with you to learn more about your community interests, causes you support, hobbies, adventures and more to continuously stay connected with one another. We want to do business with people we want to do life with. If you simply want us to build a financial plan that is aligned with your goals and managed, etc, it would be our honor.  But, one of the biggest reasons why people come to work with us is related to the various events and experiences we coordinate in the greater Denver area throughout the year. There’s no obligation to attend, but we’d be thrilled about an opportunity to get to know you and your family better and create our own incredible stories together.  If you’re serious about joining our community, please pick up the phone and call us because we’re looking forward to connecting with you and learning more about your story.  We are not sales people. We are givers and we are servants, not just financial advisors.  We’re blessed with our opportunity to make an impact on the world for generations to come. 
We each have our own passions and experiences that drive us. We are all community focused people who find inspiration in different ways, because of our different walks of life. 
  • What inspires our founder Andy’s work are the experiences and the opportunities he has to see the impact of giving back, educating communities, and integrating into a new culture during his visits to Mexico, and through his mission work at (Link Volcanes School). 
  • It’s Bobbie’s experiences as an adventure seeker that allows her to make friends everywhere she goes. This has provided her opportunities to learn and connect with the world in a way that she’s able to create a more significant impact. 
  • It’s the pride Matt feels when he meets with families with their own stories, multi-generational business owners, and hard working farmers. Legacies that he and his family have the joy of watching live on. 
  • For Joe, the joy he gets when he sees firsthand the people he cares about most accomplish their goals with their families and invest in their passions. 
  • Lee finds inspiration in helping children burn victims attend camps where they are able to continue their rehabilitation efforts and connect with others also going through a recovery journey.
We are known as a group of advocates that do more than what’s expected. The opportunity we have every day to connect, serve, and help make the world a better place is what inspires us.

This one’s easy. Yes, we are here to help. We know everyone says that, but after you meet us, you’ll walk away with clarity and understanding that it’s all we really want to do. We have an abundance mindset and an attitude that comes from a place of gratitude. 

The opportunity to make connections and build relationships are profound to us. Because we are particular about the people we bring on as members and clients, they also have to be servant minded people. It’s our intention to always go above and beyond for others, which goes further than your financial plan. It means getting involved in the causes you care about, supporting and learning more about your personal mission, your child or grandchild’s college planning, establishing a secure legacy plan to help take care of your family and your loved ones.

Here’s what it looks like: 

Virtual meetings, same process, same team. 

The #1 reason why people don’t feel fulfilled by their relationship with an existing advisor is communication. As a firm with a focus on positive, proactive relationship building, we understand the importance of communication – especially for virtual clients until we’ve had the chance to meet face to face. It’s 2021, we can build plans to support your life of significance from anywhere. 

The way we see it, providing access to our team and information about your finances is a part of our fiduciary responsibility. 

And honestly, because of the busy lives that our clients usually live, even local clients sometimes prefer a virtual meeting. We’re here for it. 

If you are someone who wants to excel and raise the bar in every area of your life, you understand that online tools can only take you so far. Just as you have dedicated your life to becoming the best in your area, we have dedicated ourselves to becoming professionals in the financial arena. The easy answer would be to tell you to check out our resources page – which you definitely could do and get some value out of.  But, here’s the thing. There are many online tools and spreadsheets you can use, likely with decent success. But no spreadsheet, Youtube video or financial planning blog can ever replace the value of a comprehensive and coordinated long-term plan.  As a high quality, experienced community of dedicated financial advisors, here’s our advice if you’re serious about (getting your money right).  Work with an advisor. Maybe it’s us, maybe it’s not.  But whoever it is, better be able to: 
  • Call themselves a fiduciary
  • Align and coordinate the 5 Worlds 
  • Add value proactively in every interaction
If it’s us? We’d be honored.  The Guardian Group isn’t just another financial planning firm… it’s a curated community of proven people here to support you in living a fun, happy life of significance. 
  • Medicare Planning
  • Budgeting
  • My Investment Portfolio
  • My 401K
  • Long-Term Care
  • Establishing my personal Estate Documents
Please pick up the phone and connect with us. Our mission is to serve and we are happy to simply walk through it with you. We promise we are never going to sell you anything, and we want to help.  Most fiduciaries think they’re holding up their fiduciary responsibility by doing these things: 
  • Doing what’s right for the client
  • Being Prudent 
We don’t think that’s enough.  Our standards for acting as a fiduciary also include: 
  • Communication 
  • Listening 
  • Getting to more about you than just what’s on your financial statements