Retirement, Tax & Debt Strategies

Financial Consulting for Busy Business Owners

About GUARDIAN FINANCIAL GROUP, INC

Build a Future with More Confidence and Less Financial Stress

Reduce taxes. Eliminate debt. Protect your wealth. Create a retirement plan that works for the life you want to live.

GUARDIAN FINANCIAL GROUP, INC helps business owners, professionals and families uncover opportunities that keep more of what they earn and create long-term financial security.

With our help, you can level the playing field and secure a brighter future for your company.

We'll help you reduce your business expenses, improve your cash flow, and increase profitability.

We offer effective financial strategies that give you the edge you need to succeed.

9 Years

of Experience

(405) 468-9944

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Strategy

We work with clients across the country to identify opportunities for specialized tax incentives, expense reduction, and financial enhancement.

Experience

Whether you’re a small business owner trying to ramp up your profits, or a sales expert looking for a way to stand out from the competition, we’ve got exactly what you need.

Commitment

We’re committed to helping small businesses get the same retirement and tax savings benefits as large corporations – without the large ticket price.

GUARDIAN FINANCIAL GROUP, INC

Retirement Planning & Debt Reduction Services for Small Businesses

Are you a small business owner looking for help to develop a retirement plan? Are you concerned about the amount of debt you have and how it will impact your ability to retire comfortably? Look no further than Guardian Financial. We are experts in retirement planning and debt relief, and we can help you get on track to a more secure future. Our unique algorithmic budgeting software can help you get out of debt faster. Our team of experienced professionals will work with you to create the right financial plan for your unique situation.

GUARDIAN FINANCIAL GROUP, INC

Our Services

A world of financial opportunities and easy ways to save money right at your fingertips!

LONG TERM CARE

We help individuals and families create strategies that protect assets, preserve independence and prepare for future healthcare needs. Planning ahead or exploring available coverage options, we'll help you find a solution that fits your goals and provides greater peace of mind.

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ANNUITIES

We aim to reduce retirement uncertainty by helping clients evaluate fixed, indexed and income-focused annuity solutions designed to support long-term financial security.

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SPECIAL NEEDS PLANNING

Planning for a loved one with special needs requires a thoughtful approach that goes beyond traditional financial planning. Together with Protected Tomorrows, we help families navigate the complexities of future care planning, financial security, government benefits and legal considerations.

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Business TAX Incentives

We work with clients across the country to identify opportunities for specialized tax incentives, expense reduction, and financial enhancement.

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Debt-Free Retirement Planning

We can help you eliminate debt and build life-changing wealth for you and your family without making any major lifestyle changes. You’ ll watch your balance decline.

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TAX-FREE RETIREMENT

With our unique plan, you can enjoy your retirement years without having to worry about paying any taxes on your hard-earned savings.

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Don’t Let Another Day Go By Without Planning For Your Financial Security

Making sound financial decisions for your business can be challenging. That’s where we come in! We’re GUARDIAN FINANCIAL GROUP, INC, and we’re here to help you make the most of your money. We’ll guide you through tax-free retirement plans, debt reduction programs, tax returns, and all the latest practices in the industry so you can relax and enjoy the benefits. And there’s no risk. We don’t charge anything upfront – if we don’t save you money, you don’t pay! So why not give us a try?

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Guardian Financial

Meet Our Team

We’re passionate about helping our clients reach their financial goals, and supporting small businesses in both English and Spanish.

With A BS in Accounting from Central State University and a solid background at a CPA firm and the insurance business, Tim's experience in the financial world is vast. As an entrepreneur, he knows what it takes to be successful and has helped many others avoid some common pitfalls along their journey. His passion for helping small business owners shines through his work at Guardian Financial Group, and you can depend on Tim to help you navigate the complexities of business financial planning.

Tim Lowe

Founder, CEO

From private tutoring to insurance and leasing, Marcella has a diverse professional background. Being bilingual has made her a significant asset in supporting clients in both English and Spanish. Her extensive experience includes partnering with specialized tax agents to help individuals and businesses reduce overall tax liabilities. Her love for giving back to the community has been a driving force in her life. That same commitment drives her vision at Guardian Financial Group by helping small business owners with the challenges of running a successful enterprise in today’s competitive world.

Marcella Martinez

Office Coordinator/Translator

Guardian Financial

Hear it from our clients

In a time when businesses are spending more assets and time to compete, Tim is a welcomed source of knowledge that shows businesses how to retain as much capital as possible and also receive significant tax incentives they never thought they were qualified to receive.

- Nancy H.

Tim has assisted with our beneficiary and business trust for the past 3 years. He is very knowledgeable, specifically about legacy planning, trust strategies, and specialized tax strategies. Tim is the first line of defense with all tax-related strategies for us.

- Jeremy L.

Responsive and efficient. Happy I found Tim. Every question, no matter how many I had, was answered thoroughly and completely. I have recommended him to my colleagues and they are just as happy as I am.

- Bill S.

I have yet to meet anyone with his knowledge, experience, and confidence when it comes to any kind of taxes. He took ALL of my stress away when he took me on as a client.

- Debbie S.

Tim has great knowledge concerning taxes. His credentials give him great credibility and he has also helped many businesses achieve their goals through tax credits.

- Jon G.

Thanks to the tax credits Tim informed us about, we now get to replace our old and outdated manufacturing equipment with new more efficient equipment!