Empowering Parents, Securing Futures:
At Guardian Plus, our mission is to provide financial solutions that cater precisely to the needs of parents and caretakers.
The Parent’s Path to Financial Wellness
We understand that as a parent, ensuring the financial wellness of your family stands at the forefront of your priorities. Guardian Plus, powered by Pathwise Financial Wellness, is designed to guide you through the intricacies of planning for your child’s future, offering a suite of services tailored to meet the unique financial needs of families.
Education
Whether you are saving for your own retirement or for your child’s future college tuition, both require a strategic approach. With Guardian Plus, you gain access to expertly managed funds specifically designed to grow alongside you and your child, ensuring that when the time comes, your aspirations are well within reach.
Safety Net
Life insurance serves as a crucial safety net for your family, ensuring that in the unfortunate event of your passing, your children are financially secure. Exclusive juvenile disability insurance offered through Guardian Plus protects your child’s future education and opportunities. It’s about planning to be prepared when faced with unpredictable challenges.
Budgeting
As your family grows, you will need to make changes to your budget. Many living expenses are increasing, and you will have new expenses as your children grow. Guardian Plus provides tools such as a personal financial dashboard, debt relief and mortgage calculators. Knowing what to save and what to spend alleviates parental financial stress.
Estate and Will Planning
When it comes to estate and will planning, parents play a crucial role. It’s essential to consider how assets will be distributed, who will take care of your children in the event of your absence, and how to minimize potential taxes and legal complications that could impact your estate’s value.
How Do I Get Started?
Step 1: Take the Guardian+ Wellness Assessment
Step 2: Check Out Your Self-Help Resources and/or
Schedule Your Free 1:1 Financial Wellness Consultation!
ScholarGuard
Guardian+ is proud to offer ScholarGuard™ : ScholarGuard is the only juvenile disability coverage in today’s market. This policy prioritizes future educational or trade opportunities by paying the beneficiary, upon enrollment in college, if a disabling accident occurs.