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About Us

Guardian Financial Group

About Us

Imagine a life where you don’t have to worry about money. A life where you can retire comfortably and know that your money will last as long as you need it. That’s the kind of life that Guardian Financial Group can help you create.

We understand the challenges people face when it comes to their finances. That’s why we’re here to help you unravel your financial life and create a plan that will work for you. We’ll provide you with the tools and resources you need to make informed decisions about your money.

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guardian financial Group

About Guardian Financial

With years of experience in the insurance industry, Tim was inspired to create a business that would help blue-collar business owners take charge of their financial lives, and plan for a brighter future and retirement.

Tim’s approach proved successful. Through his programs and strategies, Guardian Financial Group has helped countless clients avoid making the same common mistakes many people do, protecting their wealth and reducing the impact of taxes on their finances.

Driven by strong ethics and professionalism, the company’s mission is to help small businesses get the same amazing retirement and tax savings benefits of large corporations. From helping them select the right retirement plans, to providing expert guidance on tax strategies, they have the resources to help their clients reach their financial goals.

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Experience

Our team of professional financial advisors has the knowledge and experience to help you navigate the complex world of retirement and tax planning, giving yourself and your loved ones the peace of mind that comes with knowing you’re on track to a comfortable retirement.

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Tailored Solutions

We will work with you to tailor a plan that meets your specific needs and goals. We are committed to helping our clients attain financial freedom and security in their golden years.

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Customer Service

We’re here to help you plan for a bright future, and we’ll work with you every step of the way to make sure you’re on track.

Guardian Financial Group

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 Group

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!"

- Jerry R.

Call us now!