Welcome to the GuardVest In Brief section of our website. As an investor, please consider this your one-stop, turnkey resource center. Here, you will find the precise information that will coach you into a better relationship with your financial advisor. Always remember that with GuardVest, we want you to be an informed investor, with an accountable advisor. Let’s take a look at the step-by-step instructions below:

STEP 1:
Do you need to have a conversation with your advisor, but you don’t know where to begin? Simply start with our Advisor Review Meeting Agenda. Click on the button below for a printable page, which is a draft letter (or email) that you can send to your personal advisor to get the conversation going.

STEP 2:
So now you have a meeting scheduled with your personal advisor. What will you discuss? Are you afraid you don’t know which questions to ask? Or that you might forget an important issue? Fear not, because GuardVest has you completely covered. Below is our Portfolio Checklist. Click on the button for a printable page, which includes seven distinct financial categories with related questions you should ask your financial advisor during your meeting. 

Other documents coming…check back soon