Looking for comprehensive financial planning in Wellington, FL? For all your financial advisory needs, trust only Guardian Rock Wealth (561-327-4646)!
Financial literacy has become a buzzword in the media, with educators, and in the legislature, but do we really know what it means to be financially literate? Most people still presume it’s knowing what terms like “investment” and “savings account” mean, but it’s so much more than that.
It’s knowing how to apply these concepts to your own life so that you can live life to the fullest. Just as with your physical and emotional health, financial wellness is a lifelong journey - and prevention is so much better than finding a cure.
Thankfully, there is a service that can help.
Guardian Rock Wealth, led by Certified Senior Advisor (CSA) John Browning, specializes in financial advisory services. They can create a comprehensive plan that takes into account your budget and goals.
Check them out today at https://guardianrockwealth.com/
Did you know that 1-in-10 U.S. adults say that they are not financially literate (CivicScience, 2023)? In particular, many adults feel that they lack the knowledge and experience to plan for various life events and achieve financial resiliency.
In the same study, it was found that almost half of the respondents have never met with a financial advisor and only 32% compile a monthly budget. This has led financial experts, such as Browning, to believe that despite the U.S. being a first-world country, there’s still a lot that individuals and families can and need to do to make their money situation better.
Guardian Rock Wealth is an independent full-service financial advisory that offers a wide range of services - from personalized goal-based planning to financial risk management to retirement planning. The team prides itself on its comprehensive and refreshing approach to wealth management.
Thinking, is this service for you? Because everyone is different, Browning and his team encourage you to reach out to them to schedule a consultation call. During the call, feel free to ask any and all questions you may have!
Browning believes that most people still have a fear of financial topics because they are perceived to be too hard or complicated. As such, Browning and his team work together with you so that you are aware of every step being made for your financial resiliency. Plus, as a new client, you may also request a copy of Browning’s financial literacy book, “Build a Life, Not a Portfolio” at no cost so that you can also learn about financial wellness at your own pace.
As seen in Browning’s book, "In the grand scheme of things, money is simply a tool. When money is in the hands of a skilled user, it can be used to potentially create wonderful outcomes. Its significance is only to the extent that it allows you to enjoy what is important to you. Not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfills your highest aspirations."
Go to https://guardianrockwealth.com/ so you can learn more.
Securities and investment advisory services offered through Guardian Rock Wealth Investment Management Inc. (GRWIM). GRWIM is a wholly-owned subsidiary of Guardian Rock LLC. Neither of these entities provides tax or legal advice. Nothing in this message should be construed as individual investment advice as that requires in-depth knowledge of each unique situation.
