Guarding Your Financial Future

Keep More in Your Retirement

At Asset Guard, we focus on helping you navigate your retirement planning journey. With our expert guidance in wealth management and retirement planning, you can feel confident in your financial future. Our structured approach ensures that you understand each step of the process while we build a strategy tailored to your unique needs.

Who We Serve

Tailored for Retirees and Pre-Retirees

Our services are dedicated to individuals aged 50-70 who are approaching or enjoying retirement. We understand the unique challenges you face, from managing risk to ensuring a steady income stream. Our goal is to provide clarity and peace of mind, helping you navigate the complexities of financial planning with confidence.

Retirement Planning

Secure your future with personalized retirement planning. We guide you through investment options and strategies tailored to your unique goals.

Financial Education

Empower yourself with our comprehensive financial education resources. We help you understand essential concepts for effective money management.

Tax Strategies

Our tax strategies are designed to minimize your liabilities and optimize your returns. We work to ensure you keep more of what you earn.

Investment Strategies

Tailored investment strategies to align with your risk tolerance and retirement objectives. We provide expert insights for better decision-making.

Estate Planning

Protect your legacy with our estate planning services. We help you create a plan that honors your wishes and supports your loved ones.

Insurance Solutions

Comprehensive insurance solutions to safeguard your financial future. We assess your needs to find the right coverage for your peace of mind.

Mike Carpenter, Sr.

With over 30 years of experience in retirement planning and wealth management, Mike Carpenter has dedicated his career to helping individuals secure their financial futures. As the founder of Asset Guard, Mike combines his extensive knowledge with a personalized approach, ensuring that each client receives tailored strategies to meet their unique needs. His commitment to clarity and trust has made him a respected authority in the Triad area, guiding retirees and pre-retirees towards a confident and comfortable retirement.

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 for your retirement journey. Explore investment strategies, tax savings, and secure your financial future with expert guidance.