Welcome To Financial Guard

Investing For Retirement Made Easy!

Try It Free

Services

We provide investment advice that is:

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Monitor & Advise

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

Secure

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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

Director

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Dr. James W. Jenkins

President

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Kevin Pohmer

Chief Operating Officer

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Craig M. Grimm

Co-Investment Committee Chairman

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Royce West, CFA

 

Director, Product

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AJ Remlinger

Investment Committee Member

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Andrew L. Holmes, Ph.D., CFA

Stephen Panzer

Director of Business Development

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Ethan Nordberg

Senior Development Engineer

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Dalton Wallace

Director

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Shane Peery

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