Guardian Rock Wealth Investment Management (561-327-4646) has launched personal financial planning services for clients in Lantana and the Palm Springs area, offering college savings plans, budget management, and financial goal setting.
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The full-service financial advisors at Guardian Rock Wealth offer education planning services to help clients achieve financial freedom through prudent saving and planning for major investments like college education for their children. With the latest update, the firm guides clients on smarter day-to-day money management and investing practices to achieve short and long-term goals.
More details can be found at Guardian Rock Wealth
Savings rates in America have declined in recent decades even as the costs of major life expenses have increased. Prudent saving and budgeting are critical, particularly for major costs like college, explains the firm. According to research published by the College Board, the average tuition and fees for full-time students in 2023-24 come to $11,260 per year, excluding other costs like room and board, books, and personal expenses.
In a recent market update, CEO John Browning expressed the firm's optimistic outlook for the next 12-18 months, noting that prudent long-term investors could benefit by adapting to economic conditions rather than to short-term changes. Guardian Rock Wealth works with individuals and families looking to allocate investments to fund their ward's college education.
A recent survey by The Penny Hoarder showed that a little over 55% of Americans do not use a budget to manage their income. Guardian Rock Wealth customizes financial plans based on an analysis of income and expenses to create a budget that aligns with their goals and values. The firm's investment philosophy espouses building a life and not just an investment portfolio. Additional services include credit score guidance, retirement planning, tax preparation, estate planning, and insurance reviews.
Advocacy Investing - the firm's proprietary values-based investment approach - helps individuals choose securities, instruments, and companies that align with their core values and principles while maintaining a well-diversified portfolio that delivers risk-adjusted returns.
Guardian Rock Wealth lead advisors have over 60 years of combined experience in financial services. They pursue continuing education annually to stay current on the latest financial strategies, products, regulations, and tax law changes. With this depth of knowledge, Guardian Rock Wealth serves as a trusted guide, educator, and accountability partner regarding personal finances and budgeting needs.
About Guardian Rock Wealth Investment Mgmt Inc.
Guardian Rock Wealth Investment Mgmt Inc. is a financial advisory firm offering personal finance and investment management services. Founded in 2002, the advisors draw on decades of expertise to provide customized money management advice.
A company spokesperson said: “Keeping your finances on track is key to achieving what’s important to you. Our updated personal finance resources aim to provide the advice needed to help anyone manage their money wisely at every stage of life.”
Interested parties can find more information by visiting Guardian Rock Wealth
Securities and investment advisory services offered through Guardian Rock Wealth Investment Management Inc. (GRWIM). GRWIM is a wholly-owned subsidiary of Guardian Rock LLC. Neither of these entities provides tax or legal advice. Nothing in this message should be construed as individual investment advice as that requires in-depth knowledge of each unique situation.
Contact Info:
Name: John Browning
Email: Send Email
Organization: Guardian Rock Wealth Investment Mgmt Inc.
Address: 3557 Maria Theresa Ave., Palm Springs, FL 33406, United States
Website: https://guardianrockwealth.com/
Source: NewsNetwork
Release ID: 89118402
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