Our Purpose and Passion
Our Company Values
We know that finding a financial advisor can be a difficult decision, and the options can seem overwhelming. We invite you to familiarize yourself with our Core Values, which we hope will give you a better understanding of how we operate.
Who We Serve
OUR PLANNING PROCESS
We take pride in providing ministers and other community leaders with retirement and financial planning services. Our clients have worked hard throughout their careers to serve others, and we understand that they don’t want to be a burden to their communities and congregations. Our team at Guardian Financial Group is ready to lend our experience to those facing the unique challenges of retiring as a minister.
Click through the numbers for more information.
WORRY-FREE INTRODUCTORY MEETING
A conversation to get to know each other, learn your goals, desires, and financial situation, and to give you a chance to ask whatever questions you may have.
DISCOVERY MEETING
The purpose of this call is to walk through the details of your financial situation. We’ll help you gather your financial statements and talk a little more in depth to understand where you are financially and where you want to get to.
PLAN DELIVERY
We deliver your custom financial plan and all recommendations that will most likely help you to achieve your goals.
IMPLEMENTATION
If you like the plan, we can begin implementation right away.
UNLIMITED AND ONGOING
Unlimited financial advice and ongoing implementation. Once you’re in, you’re in! We begin our annual service and give you regular updates, and whenever you have questions or need assistance, all you have to do is reach out.
Meet Our Team
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Keely Rule
Principal Partner, VP of Sales
Keely began his career in the financial industry in 1998, spending several years with the National Business Association, focusing on health and group benefits. In 2000, his career path and calling took…
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Ted Miller
Partner, Financial Advisor
Ted has been married to Tami for 29 years, and they have been blessed with 3 children and 1 Son in Law. After 25 years of primarily serving as a Lead Pastor, Ted realized that his mind…