Wellington, FL Financial Advisory For Investment Planning, Service Updated

Cloud PRWire

Guardian Rock Wealth, led by Certified Senior Advisor (CSA) John Browning, now offers financial and investment planning services – creating comprehensive plans that take into account the client’s budget and goals.

More details can be found at https://guardianrockwealth.com/

The announcement coincides with the latest 2023 survey data from CivicScience. The survey explores the state of financial literacy in the United States and revealed that 1-in-10 U.S. adults say they are not financially literate. In particular, many adults feel that they lack the knowledge and experience to plan for various life events and achieve financial resiliency. This includes knowledge and experience such as saving, investing, and long-term financial preparation.

Knowing that adults struggle because of a lack of knowledge or experience has led financial experts, such as Browning, to believe that despite the U.S. being a first-world country, there’s still has a lot that individuals and families can and need to do to make their money situation better. For instance, in the same study, it was found that almost half of the respondents have never met with a financial advisor and that only 32% compile a monthly budget.

Not having financial basics in place can result in confusion, overwhelm, and poor decision-making about money. But, taking a moment to get the right financial help is often the first step towards closing personal knowledge gaps, reducing money struggles, and making informed decisions going forward.

Guardian Rock Wealth is an independent full-service financial advisory that offers a wide range of services – from personalized goal-based planning to financial risk management to retirement planning. The team prides itself on its comprehensive and refreshing approach to wealth management.

Browning believes that most people still have a fear of financial topics because they are perceived to be too hard or complicated. As such, Browning and his team work together with their clients so that they are aware of every step being made for their financial resiliency. Further, new clients may also request a copy of Browning’s financial literacy book, “Build a Life, Not a Portfolio” at no cost so that they can also learn about financial wellness at their own pace.

As seen in Browning’s book, “In the grand scheme of things, money is simply a tool. When money is in the hands of a skilled user, it can be used to potentially create wonderful outcomes. Its significance is only to the extent that it allows you to enjoy what is important to you. Not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfills your highest aspirations.”

Interested parties can find more information by visiting https://guardianrockwealth.com/

Securities and investment advisory services offered through Guardian Rock Wealth Investment Management Inc. (GRWIM). GRWIM is a wholly-owned subsidiary of Guardian Rock LLC. Neither of these entities provides tax or legal advice. Nothing in this message should be construed as individual investment advice as that requires in-depth knowledge of each unique situation.

Guardian Rock Wealth Investment Mgmt Inc.

3557 Maria Theresa Ave.

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