Elevate Your RIA Practice with Guardian Solo 401(k)
Elevate Your RIA Practice with Guardian Solo 401(k)
Empower High Net Worth Clients with True Portfolio Diversification
Empower High Net Worth Clients with True Portfolio Diversification
Unlock unparalleled opportunities for your high net worth clients with the Guardian Solo 401(k) platform. Offer a cutting-edge solution that allows for true portfolio diversification and positions you as a leader in comprehensive wealth management for solo entrepreneurs and discerning investors.
Unlock unparalleled opportunities for your high net worth clients with the Guardian Solo 401(k) platform. Offer a cutting-edge solution that allows for true portfolio diversification and positions you as a leader in comprehensive wealth management for solo entrepreneurs and discerning investors.
Diverse Investment Opportunities
Broaden Your Clients' Investment Horizons
Broaden Your Clients' Investment Horizons
Broaden Your Clients' Investment Horizons
Expand your clients' portfolios with a wide range of alternative assets:
Expand your clients' portfolios with a wide range of alternative assets:
Expand your clients' portfolios with a wide range of alternative assets:
Real estate investments
Private equity
Secured and unsecured loans
Cryptocurrency
Precious metals
And more, all allowed by IRS regulations
Guardian Solo 401(k) allows you to offer truly diversified portfolios, setting you apart in a competitive market and attracting sophisticated investors.
Guardian Solo 401(k) allows you to offer truly diversified portfolios, setting you apart in a competitive market and attracting sophisticated investors.
Guardian Solo 401(k) allows you to offer truly diversified portfolios, setting you apart in a competitive market and attracting sophisticated investors.
Tailored Retirement Planning for Entrepreneurs
Specialized Solutions for Self-Employed Clients
Offer features that resonate with solo entrepreneurs and owner-only businesses:
Maximize retirement savings with higher Solo 401(k) contribution limits
Enable self-directed investment options within the retirement plan
Provide tax-advantaged strategies unique to Solo 401(k) plans
Offer flexible account management options
Help your self-employed clients build robust retirement strategies that align with their unique business and personal financial goals.
Tailored Retirement Planning for Entrepreneurs
Specialized Solutions for Self-Employed Clients
Offer features that resonate with solo entrepreneurs and owner-only businesses:
Maximize retirement savings with higher Solo 401(k) contribution limits
Enable self-directed investment options within the retirement plan
Provide tax-advantaged strategies unique to Solo 401(k) plans
Offer flexible account management options
Help your self-employed clients build robust retirement strategies that align with their unique business and personal financial goals.
Tailored Retirement Planning for Entrepreneurs
Specialized Solutions for Self-Employed Clients
Offer features that resonate with solo entrepreneurs and owner-only businesses:
Maximize retirement savings with higher Solo 401(k) contribution limits
Enable self-directed investment options within the retirement plan
Provide tax-advantaged strategies unique to Solo 401(k) plans
Offer flexible account management options
Help your self-employed clients build robust retirement strategies that align with their unique business and personal financial goals.
Comprehensive Financial Planning
Holistic Wealth Management Solutions
Integrate Guardian Solo 401(k) into your comprehensive financial planning services:
Align alternative investments with overall financial goals
Incorporate tax planning strategies specific to Solo 401(k) plans
Enhance estate planning options with self-directed retirement accounts
Conduct regular portfolio reviews and adjustments
Guardian Solo 401(k) seamlessly integrates into your holistic financial planning approach, enhancing your value proposition to clients.
Comprehensive Financial Planning
Holistic Wealth Management Solutions
Integrate Guardian Solo 401(k) into your comprehensive financial planning services:
Align alternative investments with overall financial goals
Incorporate tax planning strategies specific to Solo 401(k) plans
Enhance estate planning options with self-directed retirement accounts
Conduct regular portfolio reviews and adjustments
Guardian Solo 401(k) seamlessly integrates into your holistic financial planning approach, enhancing your value proposition to clients.
Comprehensive Financial Planning
Holistic Wealth Management Solutions
Integrate Guardian Solo 401(k) into your comprehensive financial planning services:
Align alternative investments with overall financial goals
Incorporate tax planning strategies specific to Solo 401(k) plans
Enhance estate planning options with self-directed retirement accounts
Conduct regular portfolio reviews and adjustments
Guardian Solo 401(k) seamlessly integrates into your holistic financial planning approach, enhancing your value proposition to clients.
Client-Centric Approach
Strengthen Client Relationships
Leverage Guardian Solo 401(k) to provide superior, personalized service:
Offer unique, comprehensive retirement solutions
Provide clients with greater control over their investments
Deliver regular, detailed reporting on alternative assets
Demonstrate your commitment to innovative wealth management strategies
By offering Guardian Solo 401(k), you position yourself as an innovative advisor capable of meeting the diverse needs of high-net-worth clients and solo entrepreneurs.
Client-Centric Approach
Strengthen Client Relationships
Leverage Guardian Solo 401(k) to provide superior, personalized service:
Offer unique, comprehensive retirement solutions
Provide clients with greater control over their investments
Deliver regular, detailed reporting on alternative assets
Demonstrate your commitment to innovative wealth management strategies
By offering Guardian Solo 401(k), you position yourself as an innovative advisor capable of meeting the diverse needs of high-net-worth clients and solo entrepreneurs.
Client-Centric Approach
Strengthen Client Relationships
Leverage Guardian Solo 401(k) to provide superior, personalized service:
Offer unique, comprehensive retirement solutions
Provide clients with greater control over their investments
Deliver regular, detailed reporting on alternative assets
Demonstrate your commitment to innovative wealth management strategies
By offering Guardian Solo 401(k), you position yourself as an innovative advisor capable of meeting the diverse needs of high-net-worth clients and solo entrepreneurs.
Flexible Compensation Models
Align Your Services with Client Preferences
Guardian Solo 401(k) supports various compensation structures:
Fee-based advisory services for ongoing management
Commission-based options for specific transactions
Hybrid models to suit diverse client needs
Maintain flexibility in your fee structure while offering premium, diversified investment options to your clients.
Flexible Compensation Models
Align Your Services with Client Preferences
Guardian Solo 401(k) supports various compensation structures:
Fee-based advisory services for ongoing management
Commission-based options for specific transactions
Hybrid models to suit diverse client needs
Maintain flexibility in your fee structure while offering premium, diversified investment options to your clients.
Flexible Compensation Models
Align Your Services with Client Preferences
Guardian Solo 401(k) supports various compensation structures:
Fee-based advisory services for ongoing management
Commission-based options for specific transactions
Hybrid models to suit diverse client needs
Maintain flexibility in your fee structure while offering premium, diversified investment options to your clients.
Simplified Compliance and Reporting
Stay Ahead of Regulatory Requirements
Benefit from robust compliance and reporting features:
Comprehensive audit trails for all transactions
Detailed reporting for client reviews and regulators
Automatic updates reflecting changing IRS regulations
Simplified generation of essential forms (1099-R and 5500-EZ)
Guardian Solo 401(k) streamlines compliance and reporting, saving you time and reducing potential liabilities.
Simplified Compliance and Reporting
Stay Ahead of Regulatory Requirements
Benefit from robust compliance and reporting features:
Comprehensive audit trails for all transactions
Detailed reporting for client reviews and regulators
Automatic updates reflecting changing IRS regulations
Simplified generation of essential forms (1099-R and 5500-EZ)
Guardian Solo 401(k) streamlines compliance and reporting, saving you time and reducing potential liabilities.
Simplified Compliance and Reporting
Stay Ahead of Regulatory Requirements
Benefit from robust compliance and reporting features:
Comprehensive audit trails for all transactions
Detailed reporting for client reviews and regulators
Automatic updates reflecting changing IRS regulations
Simplified generation of essential forms (1099-R and 5500-EZ)
Guardian Solo 401(k) streamlines compliance and reporting, saving you time and reducing potential liabilities.
Expertise Enhancement
Elevate Your Professional Knowledge
Access specialized training and earn CE credits:
In-depth training on Solo 401(k) plans and IRS regulations
Ongoing technical support for the platform
Option for CE credits to maintain your professional certifications
Stay at the forefront of self-directed retirement solutions. Our training ensures you're always equipped to provide expert guidance to your clients.
Expertise Enhancement
Elevate Your Professional Knowledge
Access specialized training and earn CE credits:
In-depth training on Solo 401(k) plans and IRS regulations
Ongoing technical support for the platform
Option for CE credits to maintain your professional certifications
Stay at the forefront of self-directed retirement solutions. Our training ensures you're always equipped to provide expert guidance to your clients.
Expertise Enhancement
Elevate Your Professional Knowledge
Access specialized training and earn CE credits:
In-depth training on Solo 401(k) plans and IRS regulations
Ongoing technical support for the platform
Option for CE credits to maintain your professional certifications
Stay at the forefront of self-directed retirement solutions. Our training ensures you're always equipped to provide expert guidance to your clients.
Attract and Retain High-Value Clients
Grow Your Practice with Innovative Solutions
Expand your client base and increase assets under management:
Attract high-net-worth clients seeking alternative investment options
Retain existing clients by offering unique retirement solutions
Differentiate your practice in a competitive market
Enhance client "stickiness" with comprehensive wealth management tools
Guardian Solo 401(k) helps you stand out in the marketplace, attracting and retaining sophisticated investors looking for true portfolio diversification.
Attract and Retain High-Value Clients
Grow Your Practice with Innovative Solutions
Expand your client base and increase assets under management:
Attract high-net-worth clients seeking alternative investment options
Retain existing clients by offering unique retirement solutions
Differentiate your practice in a competitive market
Enhance client "stickiness" with comprehensive wealth management tools
Guardian Solo 401(k) helps you stand out in the marketplace, attracting and retaining sophisticated investors looking for true portfolio diversification.
Attract and Retain High-Value Clients
Grow Your Practice with Innovative Solutions
Expand your client base and increase assets under management:
Attract high-net-worth clients seeking alternative investment options
Retain existing clients by offering unique retirement solutions
Differentiate your practice in a competitive market
Enhance client "stickiness" with comprehensive wealth management tools
Guardian Solo 401(k) helps you stand out in the marketplace, attracting and retaining sophisticated investors looking for true portfolio diversification.
Seamless Integration
Enhance Your Existing Services
Integrate Guardian Solo 401(k) with your current financial planning tools:
Compatible with various financial planning software
Streamlined data sharing for comprehensive client management
Simplified reporting that incorporates alternative assets into overall portfolios
Guardian Solo 401(k) complements your existing services, allowing you to offer a more comprehensive wealth management solution.
Seamless Integration
Enhance Your Existing Services
Integrate Guardian Solo 401(k) with your current financial planning tools:
Compatible with various financial planning software
Streamlined data sharing for comprehensive client management
Simplified reporting that incorporates alternative assets into overall portfolios
Guardian Solo 401(k) complements your existing services, allowing you to offer a more comprehensive wealth management solution.
Seamless Integration
Enhance Your Existing Services
Integrate Guardian Solo 401(k) with your current financial planning tools:
Compatible with various financial planning software
Streamlined data sharing for comprehensive client management
Simplified reporting that incorporates alternative assets into overall portfolios
Guardian Solo 401(k) complements your existing services, allowing you to offer a more comprehensive wealth management solution.
Why Choose Lion and Guardian Solo 401(k)
The Clear Advantage for
Forward-Thinking Providers
Diverse Investment Options:
Offer a wide range of alternative assets
Diverse Investment Options:
Offer a wide range of alternative assets
Diverse Investment Options:
Offer a wide range of alternative assets
Specialized Entrepreneur Solutions:
Tailored for self-employed and owner-only businesses
Specialized Entrepreneur Solutions:
Tailored for self-employed and owner-only businesses
Specialized Entrepreneur Solutions:
Tailored for self-employed and owner-only businesses
Comprehensive Planning Integration:
Enhances your holistic financial services
Comprehensive Planning Integration:
Enhances your holistic financial services
Comprehensive Planning Integration:
Enhances your holistic financial services
Client-Centric Features:
Strengthen relationships with personalized options
Client-Centric Features:
Strengthen relationships with personalized options
Client-Centric Features:
Strengthen relationships with personalized options
Flexible Compensation Support:
Align with various fee structures
Flexible Compensation Support:
Align with various fee structures
Flexible Compensation Support:
Align with various fee structures
Simplified Compliance:
Stay ahead of regulatory requirements effortlessly
Simplified Compliance:
Stay ahead of regulatory requirements effortlessly
Simplified Compliance:
Stay ahead of regulatory requirements effortlessly
Professional Development:
Access specialized training and CE credits
Professional Development:
Access specialized training and CE credits
Professional Development:
Access specialized training and CE credits
Practice Growth:
Attract and retain high-value clients
Practice Growth:
Attract and retain high-value clients
Practice Growth:
Attract and retain high-value clients
Seamless Integration:
Complements your existing financial planning tools
Seamless Integration:
Complements your existing financial planning tools
Seamless Integration:
Complements your existing financial planning tools
Ready to transform your financial advisory practice?
Discover how Guardian Solo 401(k) can elevate your service offerings, attract high-value clients, and position you as a leader in comprehensive wealth management for high-net-worth individuals and solo entrepreneurs.