A Few Words About Us
We here at Asset Guard, Inc. specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
Financial Services
Our primary goal is keeping our clients’ money safe from volatile and risky investments.
Learn MoreInsurance Services
Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
Learn MoreWorkshop Schedule
Learn MoreEducational Videos
Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services
Learn MoreWeekly Newsletter
Three Common Mistakes to Avoid At Any Age When Saving For Retirement
This May we are celebrating Older Americans Month and the 2018 theme of Engage at Every Age teaches us that age is not a factor when it comes to taking part in activities to enrich one’s emotional, mental, and physical well-being. One activity that is key for...
read more6 Lessons From the First Year of Retirement
After one year of retirement, here's what you need to do. Once you get through the first year of retirement, you probably think you can coast for the next 30 years. That's not necessarily true. This is not the time to get comfortable. Things are never that simple in...
read moreThe Atlantic Roundtable Dinner Sparks Conversation on the Future of Retirement
Recently, an esteemed group of experts in business and finance, economists and education, convened in Washington, D.C. along with our Executive Director Jim Poolman and editors from The Atlantic for a roundtable dinner to talk about the reality of retirement readiness...
read moreIRA Blog
How Having Multiple IRAs Can Help Bequest Planning
Having just one IRA instead of several may simplify paperwork and minimize fees. But when you begin to think about leaving IRA funds to heirs, consider using more than one IRA to do so. Here are reasons why: Preserve Funds for Bequests in a Roth IRA Statistics show...
read moreCommingling Inherited Assets and QCDs: Today’s Q&A Mailbag
Question: Dear Mr. Slott, In 2013, my husband was offered a buyout from his employer, Ford Motor Co. He had been retired since 1999 and so was already receiving a monthly pension check. (My husband had been diagnosed with Alzheimer's Disease in 2011 and then passed...
read moreThe Death of the DOL Fiduciary Rule?
It now appears that the new fiduciary rules proposed by the Department of Labor (DOL) back in June of 2016 are all but dead. Late last week, the Fifth Circuit Court of Appeals rejected a last-minute appeal of its March 15th decision to toss the DOL rules. The appeal...
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