Comprehensive Financial Planning Solutions

About us

Asset Guard, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives.

Comprehensive Financial Planning Solutions are tailored to your specific needs and goals. Our team of experienced professionals will assess your financial situation and create a plan to help you reach your long–term objectives.

Our Services

From retirement planning to investment strategies and insurance coverage, we can provide complete guidance to help you make the most of your investments. Our solutions are designed to help you reach your financial objectives while minimizing risk and maximizing return.

Start Today

Whether you are just beginning to plan for your future or seeking to review and adjust your existing plan, we can provide comprehensive financial planning solutions to help you achieve your goals.

Book an Appointment or Give Us A Call and take the next step towards financial freedom.

Mike Carpenter Sr

(President and Founder)

Services

Comprehensive Financial Planning Solutions

Each client receives an individualized analysis reflecting their current situation and available financial solutions applicable to their particular situation as well as specific recommendations as to which paths to follow.

Retirement Planning

Position your life savings to provide funding for your retirement vision.

Estate Planning

Preserve your assets while alive, and pre allocate their distribution after death.

Financial Planning

Develop customized financial strategies that can turn your goals into reality.

Insurance

Safeguard your retirement nest egg with a variety of insurance products and financial planning strategies.

Are You Ready?

LET US
HELP YOU!

Our team of experienced professionals is dedicated to providing hands-on financial guidance to our clients. Our knowledgeable staff works diligently to help our clients realize their dreams by keeping them focused, providing advice, and emphasizing the importance of disciplined financial planning. At Asset Guard, we strive to ensure our clients’ success when it comes to financial planning.

Mission Process Philosophy

Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service.

We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals. Our sole purpose is to help our clients arrange their financial affairs in an efficient and effective way; to preserve their capital and obtain risk-adjusted returns consistent with their financial objectives; and, most importantly, provide them with financial freedom.

We work closely with you to fully understand your particular situation, and provide access to a wide variety of products and services targeted specifically to your unique needs and goals.

Each relationship and each client is distinctive, but the steps of getting started with us generally include the process below.

Identify Your Goals and Priorities
Gather Your Data
Analyze Data and Create a Plan
Implement Your Personalized Plan
Review and Monitor Your Plan

Plan a Comfortable and Secured Retirement

We believe that although peace of mind is not for sale, it can be achieved with efforts and planning for a comfortable and secure retirement. The key is to build trustworthy relationships with professionals who educate you about retirement options while offering proven real world solutions that work for your individual retirement needs and concerns. As professional advisers, we believe you have the right to:

Receive relevant advice and information from well-educated and experienced advisors
Be fully informed and educated about all of your retirement financial options
Have a sincere professional explain, clarify, and simplify your choices
Have an honest up front “both sides of the coin” explanation with full disclosure
Be offered ideas and solutions that work in the real world
Never be pressurized into making quick or uninformed decisions
Receive continued and ongoing personal service throughout your retirement years
Keep all financial affairs completely confidential from others
Have all information presented based solely on truths and facts

Team