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.