What We Provide? / Our services

As a CFP® Practitioner, Sal Guardino is OBLIGATED by the Rules of Conduct of the CFP® Board of Governors to put his client’s interests above his own and to provide his financial planning services as a fiduciary – or acting in the best interest of his financial planning clients.  Only a CFP® Practitioner is under this burden of duty. 

His broad service categories include:

Mortgages

o Residential

o Residential Investment Property (1 to 4 units)

o Reverse Mortgages

Insurance

Life Insurance 

  • Whole Life Insurance
  • Term Life Insurance
  • Indexed Life Insurance
  • Mortgage Life Insurance

o Home & Auto Insurance 

  • Homeowners Insurance
  • Income Property Insurance
  • Auto Insurance
  • Umbrella Insurance Policies

Financial Planning

o Financial Plans

  • Budgeting
  • College Planning
  • Retirement Planning
  • Estate Planning
  • Risk Management
  • Income Tax Planning
  • Investment Planning

Financial & Life Simplification