Insights from Guardian Wealth Advanced Markets
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“When you focus on outcomes and how to use the whole portfolio, you give people the confidence to actually live their retirement.”
Nick Nefouse
Global Head of Retirement Solutions and Head of LifePath, BlackRock“Our planning starts with the life our clients want to live in retirement — not the money. The financial strategy becomes a way to support that life, not the other way around.”
Gary Sirak, CLU®, ChFC®
Financial Advisor, Sirak Financial“We sleep well at night knowing our retirement income will last our whole lives — and that the planning we’ve done will take care of our family when we’re gone.”
David and Terry Katz (clients)*
“In a retirement landscape shaped by uncertainty, the most effective income strategies combine structure with flexibility.”
Jim Magner, Head of Thought Leadership, Guardian Wealth Advanced Markets
About Guardian Wealth Advanced Markets
A team with over 255 cumulative years’ experience in advanced planning for individuals, businesses, and wealth transfer, Guardian Wealth Advanced Markets serves as an in-house expert to Guardian’s financial advisors. They provide real-time insights, counsel, commentary, and resources that enable our financial advisors to support every facet of clients’ financial lives, from business, family, legacy, and protection to liquidity and retirement.
*No compensation was paid to this client for their testimonial. Their experience may not represent the experience of others nor predict future results.
This material does not constitute a recommendation by BlackRock, Inc. or its affiliates ("BlackRock"), or an offer to sell, or a solicitation of any offer to buy or sell any securities, product or service, in any jurisdiction to any person. The information is not intended to provide investment advice. BlackRock does not guarantee the suitability or potential value of any particular investment. This is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would be unlawful under securities laws of such jurisdiction.