Chart Your Financial Future.
At Guardian Investment Services, when it comes to your investments and insurance, we believe taking a long-term common sense approach is the smart approach. When seeking growth and protection, it is important to be prepared for all market environments and to understand how different sectors and asset classes behave over time. We can help you in selecting the right products and strategies for improving your financial future.
We'll develop a personal financial plan based on your objectives and tolerance for risk. You may choose from many investment and insurance options:
- Retirement Income Planning
- General Financial Planning
- Mutual Funds
- Fixed and Variable Annuities
- Roth and Traditional IRAs
- Life Insurance
- Employer-Sponsored Retirement Plans
- Asset Allocation
- And More
We will evaluate your expected income sources in retirement and the amount of money you think you'll need to maintain your lifestyle, then we'll develop an investment plan to increase the likelihood you'll reach your goals.
We have your best interest in mind and want to build a long-term relationship as your trusted investment advisor. Contact us to schedule a no-obligation, complimentary consultation.
Contact Us Today.
Financial Advisor/Registered Representative
7801 S. Howell Ave. #101
Oak Creek, WI 53154
Social Security 101 Seminar
Please join us for a retirement income planning event. You'll learn more about Social Security basics and benefit decision considerations.
Darren Klump is registered through, and securities are sold through, Capital Financial Services, Inc. (CFS) Capital Financial Services, Inc., is an independent Broker/Dealer and Registered Investment Advisor and is not a bank or other savings institution or an affiliate of any bank or savings institution. Investments through Capital Financial Services are not deposits or other obligations of, or guaranteed by Guardian Credit Union or Capital Financial Services, are not insured by the FDIC, NCUA or other applicable deposit insurance and involve risks, including possible loss of principal invested. Securities and investment advice offered through Capital Financial Services, Inc. Broker/Dealer Investment Advisor Member FINRA/SIPC. Guardian Credit Union, Guardian Investment Services and Capital Financial Services, Inc. are unrelated entities.