In the complex world of finance, it’s easy to become fixated on immediate numbers and lose sight of the bigger picture: What are you working toward, and how can a financial plan help you get there?
I believe thoughtful, detailed planning can help you create a life that you enjoy. My approach is centered around the idea that your “why” is just as important as the “how”. From my initial meeting, I want to know what truly matters to you. Once I’ve established your goals, I’ll develop a personalized financial plan designed to meet your needs, wants, and lifestyle.
Beyond your initial plan, I’re here to provide guidance for all aspects of your financial picture. By working together to improve your financial wellness, I aim to have a positive impact on you and your loved ones’ lives.
Meet Your Advisor
Larry Powell
Retirement Income Specialist
My name is Larry Powell. I am in the financial service business with a very unique approach in that I help people FIND MONEY they are currently losing unknowingly and unnecessarily. I have been the owner of Guardian Insurance and Financial Services for a decade and specialize in Tax-Free Retirements and Cash Preservation Strategies.
I am a Licensed Insurance Broker in Illinois and hold an additional non-resident License in Indiana. I am an expert in selling various types of Insurance to businesses/individuals including business and group life. I demonstrate exceptional sales ability and strong interpersonal skills with a persuasive positive confident approach.
I have spent 28 years in real estate as a developer and real estate sales franchise owner.
My Philosophy
I believe there is more opportunity to serve my clients by helping them avoid losses than by picking the winners.
My Guiding Values
Knowledge
Use my range of skills, education, and industry experience to provide you with informed financial direction.
Support
Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.
Integrity
My role as your trusted financial professional is one I don’t take lightly. I strive to meet every interaction with care and professionalism.
