We work with a select group of individuals who want to secure their futures against chance and circumstance.

Our Mission is:

To provide “You”, our client with a full range of the highest quality retirement strategies available.

To represent companies who are committed to providing the highest quality products and services at a competitive price.

To protect the assets of our clients by addressing their complex through sound financial planning.

Meet Your Advisor

Larry Powell

Retirement Income Specialist

My name is Larry Powell. I am in the financial service business with a very unique approach in that I help people FIND MONEY they are currently losing, " Unknowing, Unwillingly and Unnecessarily". I have been the owner of Guardian Insurance and Financial Services for a decade and specialize in Tax-Free Retirements and Cash Preservation Strategies.

I am a Licensed Insurance Broker in Illinois and hold an additional non-resident License in Indiana. I am an expert in selling various types of Insurance to businesses/individuals including business and group life. I demonstrate exceptional sales ability and strong interpersonal skills with a persuasive positive confident approach.

I have spent 28 years in real estate as a developer and real estate sales franchise owner.

My Philosophy

I believe there is more opportunity to serve my clients by helping them avoid losses than by picking the winners.

Our Services

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
 

Annuities

Not everyone is prepared for retirement. While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income. Regardless of which, annuities can be a powerful vehicle to help you fund your retirement dreams.
 

Life Insurance

Life insurance policies will protect your beneficiaries with financial stability and security when it matters most. In the event of your passing, life insurance provides financial help to your beneficiaries.

Take the first step towards a secure and fulfilling retirement.

Book a Consultation Today!