Financial & Life Simplification

Wouldn't you like to know where everything you own is and what it is worth 24/7 from anywhere you are ? Guardino Financial Group clients know they can get this information whenever they want it.  

In addition to a central location that passively tracks all our clients financial data, our clients also have a secure and encrypted digital vault where everything from wills and trusts to important pictures of your family can be stored for access whenever you want it.  

Please watch the following two minute video that shows you the Guardino Financial Group Personal Financial Website that all of our clients have available to them. 

Watch the video: Life in a Box

Watch the video: Life in a Box

Security is a huge concern for us.  Our Personal Financial Website is more secure than many bank web sites are and is a non-transactional site.  Your money cannot be accessed or moved on our web site.  The following is a two minute video detailing the significant security measures we have taken for our clients.

Watch the video: Personal Information Security

Watch the video: Personal Information Security


A PLAN THAT ISNT JUST GATHERING DUST BUT LIVING WITH YOU

Most Financial Planners give you a written financial plan.  With Guardino Financial Group you get that AND a plan that lives with you embedded within our award winning Personal Financial Website.  A plan that you can change online whenever you want to because of a job change, move, illness, etc.. and see instantly how it will likely change your financial future in real time.  This is state-of-the-art technology in every respect.  A plan that lives with you is a financial plan that can actually be of use in every day life

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Contact Us

Phone
408.217.6193
888.317.2755

Fax
1.888.957.8901

Email sal@guardinofinancialgroup.com