Broker Check

Advanced Planning

Our experienced team includes CERTIFIED FINANCIAL PLANNERS™, Chartered Life Underwriters, and Chartered Financial Consultants. We offer both product and planning knowledge and have decades of experience working in the Advanced Planning Market.

When you align with us, you have access to Guardian’s Business Resource Center (BRC), including:

  • Buy-Sell Review Program: Buy-Sell Planning for life and disability from strategy and design, to setup and implementation
  • Executive Benefits: Retain and reward highly valued employees and management team members with deferred compensation, executive bonuses, and retention stay bonuses
  • Premium Financing: Help individuals buy life insurance for personal or business purposes while leaving cash or other assets in place
  • Estate Planning: It’s more than just having an up-to-date will. It involves integrating financial, tax, medical, business planning and ownership issues.
  • Qualified Plans: Customized life insurance portfolio for Qualified Plan Use and the resources of our TPA Guardian Retirement Services with no commission splits.


We understand the Advanced Planning Market and can help craft integrated solutions for a smoother transition. For more details, please contact our Brokerage Team today!

Quick Resources:

Guardian’s Business Resource Center: BRC Brochure

Business Continuation Planning

Business Valuation Planning

Exit Strategies 

Non-Qualified Deferred Compensation Plans 

Premium Financing Guide