SERVICES
How We Can Help
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
Retirement assets can be exposed to four major financial risks:
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Market Risk
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Withdrawal Rate Risk
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Longevity Risk
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Medical Expenses/ Long-Term Care Expenses
We can help reduce these risks through a wide range of services, including:
With Guardian Financial Group's "Ministry Empowerment Plan", ministers are able to focus on today, knowing their future is secured.
Ministry Empowerment Plan
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Retirement Planning
Are you in or near retirement? Learn how annuities help to generate a reliable stream of income or increase your current savings.
Annuities
Insurance Reviews
Life can change - the birth of a child, the death of a loved one, the loss of a job, a major purchase, which will readjust your customized strategy.
Income Strategies
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement
Life Insurance
A reliable Insurance strategy could help protect you and your family from the financial consequences of major life events.
We can help you understand your social security benefits and educate you on how you can maximize those retirement benefits.
Social Security Optimization
Tax Planning
Understand how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach
One of the key ways to reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work
Money Management
Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.
Investment Strategies
Employee Benefits
Creating a plan that balances both the goals of the organization and its employees requires thorough analysis and review of benefit options and cost
Chances are you could live well into 80s, 90s, or longer. A long life greatly increases the likelihood you'll require long term health care
Long-Term Care
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DISCLOSURE
Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.