Asset Guardian LLC

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Mission Statement Blue Cross Blue Shield Healthcare

We feel that it is vital for people to manage their money wisely. Our professional guidance enables clients to plan and implement reasonable strategies to help achieve financial independence through effective accumulation, preservation and allocation of their assets. We feel that the more we teach you, the better off we will all be. Our job is to assist you in making educated decisions so you can feel confident.
We have been serving boomers and retirees in the Greater Houston area for more than 20 years by making sound retirement strategies a priority. Our primary goal here is to help guide each client into a sound financial future.
We will customize a plan to meet your individual needs, while providing you with sounds investment opportunities. Every recommendation is based on your goals and objectives. We offer a level of knowledge and experience that can help provide you with confidence for your financial future. We will always treat you with the dignity you deserve while continually striving to earn your respect.
We pride ourselves on customer service. Our staff is here to answer any financial questions you may have.

A trustworthy and competent financial advisor

Timely transactions at the best available prices
Full disclosure of costs and risks

Comprehensive statements and trade confirmations
Prompt error and complaint resolution