FAQs

General Information

What is Wealth Guard Management LLC?
Wealth Guard Management LLC is a financial planning firm specializing in principal-protected retirement income planning, tax planning, estate planning, and risk management. Our goal is to help clients secure their financial futures with comprehensive and tailored strategies.

Where is Wealth Guard Management LLC located?
Our main office is in Newnan, Georgia. You can find more contact details and office locations on our Contact Us page.

How can I get in touch with Wealth Guard Management LLC?
You can reach us via phone at 770-824-4360, email us through our website’s contact form, or visit our office. For more details, please visit our Contact page.

Services

What services does Wealth Guard Management offer?
We provide a variety of services including:

  • Retirement Planning
  • Income Planning
  • Social Security Optimization
  • Estate Planning
  • Long-Term Care Solutions

Do you provide customized financial plans?
Yes, we specialize in creating customized income plans tailored to meet the unique needs and goals of each client.

Can I request a financial review?
Absolutely. We offer comprehensive reviews of your financial situation to help you make informed decisions. Contact us to schedule your review.

Retirement Planning

What is your approach to retirement planning?
Our approach is centered on securing our clients’ desired retirement lifestyle. We feel the conventional 4% rule used as an income guideline for many of today’s “financial planners” will be inadequate to sustain retirement. Considering the economic issues facing retirees today, a 20-30+ year retirement will require increased income, ideally through contractually guaranteed lifetime income, optimized Social Security benefits, and effective risk management. Learn more on our Retirement Planning page.

How do you help with Social Security planning?
We help our clients maximize their Social Security benefits by partnering with one of the nation’s leading financial firms specializing in analyzing and optimizing claiming strategies.

Tax Planning

How can you help with tax planning?
We offer tax planning services to help reduce your tax liabilities and optimize your financial plan. Our strategies include tax-free retirement income through life insurance and other tax-efficient investment options.

Do you provide advice on capital gains taxes?
Yes, we work with The Estate Planning Team, a membership organization of legal and financial service professionals dedicated to helping preserve wealth and protect your estate. They provide strategies to defer and minimize capital gains taxes, ensuring you retain more of your investment earnings.

Estate Planning

What estate planning services do you offer?
In collaboration with attorneys and the Estate Planning Source, we offer our clients a full range of estate planning services, including setting up trusts, drafting wills, and creating strategies to preserve and transfer wealth efficiently. Additionally, we work closely with a team of tax attorneys to provide comprehensive solutions.

Client Support

How do I get support if I have an issue?
Our support team is available to assist you with any questions or concerns. Contact us through our website or call our office for prompt assistance.

Do you offer educational resources or workshops?
Yes, we offer various educational resources, including workshops and seminars, to help you stay informed about financial planning and retirement strategies.

Additional Information

What sets Wealth Guard Management apart from other financial planning firms?
Most financial planning firms primarily focus on increasing assets under management (AUM) for their clients. While accumulating AUM is important, our clients need reliable income to sustain their lifestyle. We prioritize our clients’ best interests by offering strategies that allow them to use less AUM to generate over 87% more guaranteed lifetime income. This approach ensures they can maintain their desired lifestyle and automatically increase income* to cover long-term care expenses if necessary.