Welcome To Financial Guard

Investing For Retirement Made Easy!

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Services

We provide investment advice that is:

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Monitor & Advise

401(k)  ●  IRA  ●  403(b)
Brokerage  ●  Variable Annuity

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1. Create Personal Profile 2. Define Risk Tolerance 3. Link Your Accounts 4. Receive Your Recommendations
1. Create Personal Profile 2. Define Risk Tolerance 3. Link Your Accounts 4. Receive Your Recommendations
1. We tell you what to keep 2. We tell you what to sell 3. We tell you what to buy

Financial Advice. At the Right Price. Finally.

Pricing

Whether you have $2,000 or $2,000,000

same advice. Same price.

$15.95 per month | $149.95 per year
  • Flat fee.

  • Cancel anytime.

  • No hidden commissions.

  • Same price regardless of portfolio size.

1. Create Personal Profile 2. Define Risk Tolerance 3. Link Your Accounts 4. Receive Your Recommendations

Team

Who are we anyway?

Meet the team who built the dream

team

Director

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Dr. James W. Jenkins

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President

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Kevin Pohmer

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Chief Operating Officer

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Craig M. Grimm

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Chief Investment Officer

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Dr. Craig L. Israelsen

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Director

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Shane Peery

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Director of Business Development

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AJ Remlinger

Contact Us

We'd really love to hear from you so why not drop us an email

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