Attend A Live Seminar

Register for a complimentary seminar to learn how we can help you secure your assets.

Make An Appointment

Schedule an appointment with us for a personal financial assessment.

Secure Your Assets

Let us help you with all of your financial, retirement, estate and insurance needs.

Stay Informed And Educated

Better equip yourself by taking advantage of our free financial resources.
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Satisfied Clients

Golden years we’ve passed!

We are Asset Guard

Through good times and bad, we’ll be there for you.

We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Minimize the risk of market volatility
Maximize the value of your retirement assets
Services

Here Are Our Main Areas Of Expertise

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.
Events

Join Us At Our Next Event

Our free educational events cover topics such as Taxes, Inflation, Social Security, Long Term Care and other Retirement Concerns.
Mar 11 2024

Dinner Seminar @ Firebirds – March 11, 2024

18:00 - 19:30

Uncover the best-kept secret that the IRS doesn’t want you to know about. The #1 tax-saving strategy for your retirement! Join us for an incredibly informative dinner seminar where you will learn how you can drastically reduce or even eliminate…

Mar 12 2024

Dinner Seminar @ Leblon Brazilian Steak House – March 12, 2023

18:00 - 19:30

Uncover the best-kept secret that the IRS doesn’t want you to know about. The #1 tax-saving strategy for your retirement! Join us for an incredibly informative dinner seminar where you will learn how you can drastically reduce or even eliminate…

We are here to help

Don’t hesitate to contact us with your inquiries!

    We would love the opportunity to sit down and meet with you. Our aim is to provide you with clear and simple advice that will help you achieve your financial goals. We’re not just a financial advisory company – we’re also your partner for life.

    Free Consultations

    No Obligations

    +1 (336) 946-1009
    Testimonials

    This is what our clients have to say.

    John EdwardsJohn Edwards
    02:19 09 Nov 21
    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.
    Lee PowellLee Powell
    22:24 18 Oct 21
    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.
    Douglas HarringtonDouglas Harrington
    17:13 18 Oct 21
    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.
    HAROLD KOERNERHAROLD KOERNER
    22:30 11 Oct 21
    Mike Carpenter, and Asset Guard, are the most knowledgeable, professional, family oriented retirement advisors anyone could ask for.Mike never try's to sell you anything, he welcomes each client as family, genuinely interested in your well-being, wether it be insurance, investment, retirement, health, family, or spiritual guidance, Mike will be there for you.
    Julia SiegristJulia Siegrist
    13:22 28 Sep 21
    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!
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    Accreditations

    We are fully accredited to help you with all your financial needs