Guarding Your Financial Future

Keep More in Your Retirement

At Asset Guard, we focus on helping you navigate your retirement journey with greater clarity and confidence. Our structured approach helps you understand each step of the process as we evaluate strategies based on your individual goals, needs, and circumstances.

Who We Serve

Tailored for Retirees and Pre-Retirees

Asset Guard focuses on helping individuals age 50 and older prepare for and enjoy retirement with greater clarity and confidence. From managing risk to planning for retirement income, our structured approach helps you understand your options and navigate important financial decisions based on your individual goals and circumstances.

Retirement Planning

Plan for your future with personalized retirement planning. Asset Guard helps you evaluate investment options and strategies based on your unique goals, needs, and circumstances.

Financial Education

Empower yourself with financial education designed to help you better understand important retirement and financial concepts. Gain the knowledge to make more informed decisions about your financial future.

Strategies for Reducing Tax Burden

Our tax-aware retirement planning helps you better understand how taxes may affect your retirement income and financial decisions. We identify important tax-related considerations so you can make more informed decisions in coordination with your qualified tax professional.

Investment Strategies

Investment strategies tailored to your risk tolerance, retirement goals, and individual circumstances. Our team helps you evaluate your options so you can make more informed financial decisions.

Legacy & Estate Planning Coordination

Make your legacy part of your retirement plan. We help you organize beneficiary, insurance, and retirement considerations so your wishes and goals can be addressed in coordination with a qualified attorney.

Insurance Solutions

Explore insurance solutions designed around your retirement goals and protection needs. We help you evaluate coverage options based on your individual circumstances and priorities.

Mike Carpenter, Sr.

With over 35 years of experience in the retirement industry, Mike Carpenter, Founder and CEO of Asset Guard, has dedicated his career to helping individuals better understand the challenges and choices that come with retirement. Mike brings extensive industry knowledge and a personal, educational approach to helping clients organize their retirement concerns, understand available options, and identify important questions along the way. His focus on clarity, trust, and education helps retirees and pre-retirees make more informed decisions as they prepare for the years ahead.

A great company to work with. I got a life insurance [policy] through them and they helped guide me through every step of the way. Their communication was fantastic and they fought to make sure my policy was correct. Small, family-owned business that is great to work with. Michael was the one handling my policy and I highly recommend him and this company in general.

Justinus V.Client

He had my best interests at heart. I knew he wasn't just talking for a commission. Not only did Mike make me feel confident from the very beginning about my financial future, but he also took the time to explain my options with clarity and consistently provided guidance. He was genuinely interested in my personal goals as well as my personal needs, and he offered guidance whenever I needed it, especially during a difficult time in my life.

Melonie G.Client

Good Christian values, very friendly, knowledgeable. My grandmother used them and loved them, so if my grandmother trusted them, I knew they had to be great. Love them ourselves.

Carroll L.Client

Have known Mike and his staff for several years and never had a problem meeting when needed. Happy with the returns on my investment.

Ronald H.Client

The heart and method of Asset Guard’s business is client oriented in every aspect. Education is paramount, seminars are offered often along with fun events that promote family, faith and community.

Martha T.Client

Explains your investment options, at a level that is right for you. Always ready and willing to help you understand the investment. We feel very blessed to have Mike and his associates managing our investments.

John E.Client

I've been through 2 other financial groups and have decided Asset Guard results were the best. It turned out that I was right. They are pleasant to work with and knowledgeable about my financial outlook.

Lee P.Client

Have been with Mike since 2003. He is a wonderful, caring, Christian man who always puts his clients first and does what's best for them. Have never lost a penny with Mike. He's the best!

Julia S.Client

Mike Carpenter, and Asset Guard, are the most knowledgeable, professional, family oriented retirement advisors anyone could ask for. Mike never tries to sell you anything, he welcomes each client as family, genuinely interested in your well-being, whether it be insurance, investment, retirement, health, family, or spiritual guidance, Mike will be there for you.

Harold K.Client

When my wife and I met Mike Carpenter more than 10 years ago, we knew we had the right guy to handle our retirement. We built a relationship that has lasted right into our retirement years. I never had another sleepless night after we entrusted our retirement plans to Asset Guard. Thank you, Mike.

Douglas H.Client

Upcoming Events & Seminars

Join us for insightful seminars designed to help you make more informed retirement decisions. Explore retirement income strategies, tax-related considerations, and important steps to prepare for the future, led by Mike Carpenter, Founder and CEO of Asset Guard.