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Welcome to Guardian Planners...

A Chocolate Chip Cookie in a Box of Oreos

If you have talked to more than one advisor about your investments, you may have been surprised that the advice you received sounds the same. Not surprisingly, the results are often the same too. If the definition of "insanity" is doing the same thing over and over but expecting a different result, perhaps it's time to try a different approach with your investments.

The Home of "Chuckonomics"

Chuckonomics is a phrase we coined to describe our philosophy of striving to be invested when markets are rising, and moving to the sidelines when markets are falling. Doesn't it make sense?


Guardian Planners


The Book on "Chuckonomics"

Chuckonomics: A Decidedly Different Way To Invest

"This book is a behind the scenes peek at the industry he loves, but feels doesn't always serve people as it should. Filled with stories, humor, and refreshingly devoid of 'numbers', the reader can gain a fresh perspective on investing from the unique vantage point of 'Chuckonomics'."

Click here to purchase Chuck's book at Amazon

Your Money, Your Plan!

When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.

Guardian Planners

Would you like to make an appointment?

Call: 814.503.8306