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Are you within 2-7 years of retirement and wondering if there's room for improvement in your financial situation?

 Guiding  individuals in crafting a Financial Blueprint tailored to their goals.

Our 
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Get to Know Patrick

Hello! I’m Patrick Clark, the founder of Finance Roadmap Planning.

I’m genuinely passionate about helping you secure your financial future. I understand that planning for what lies ahead can feel overwhelming, but together, we can seek to simplify the process.

My goal is to create a personalized plan that reflects your unique needs and aspirations, to help give you the confidence to embrace the next chapter of your life.

Let’s get started on your journey today!

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Feel free to click the About Patrick button to learn more about my background and how I can help you!

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Where do you stand on your financial journey?

Feeling overwhelmed?  You're not alone.

Whether you're:

  • 2-7 years from retirement, looking to secure your future income,

  • A high earner eager to regain financial control,

  • Or simply seeking to maximize your finances,

 

We've got you covered! Take the first step by booking a free introductory meeting, or keep reading for valuable insight

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Financial Consultation

Our Services

We provide an array of specialized financial planning services designed to empower you on your journey toward achieving your unique financial goals. Our services encompass:

Roadmap to Retirement Income

Jogging

Tailored for Those Nearing Retirement in 2-7 Years

Tailored for Those Nearing Retirement in 2-7 Years. Our program is your partner helping craft a personalized, comprehensive retirement income strategy that aligns perfectly with your individual needs and aspirations.

The High-Earner Financial Navigator

Financial Navigator

 Taking Control of Your Finances with Confidence.

This type of planning is specially crafted for high-income individuals seeking to gain control over their financial future. We'll collaborate with you to help craft a personalized financial plan perfectly tailored to your individual needs and aspirations.

Financial Roadmap Planning

Financial Roadmap Planning

Empowering you to maximize your finances

Designed for individuals seeking to unlock the full potential of their financial journey. We'll work closely with you to chart a personalized financial course that aligns  with your unique goals and aspirations.

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Past performance is not indicative of future results. This material is for informational use only and should not be considered investment advice. Investing involves risk. Principal loss is possible.

 The opinions expressed are those of Guardian Wealth Advisors, LLC. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward-looking statements cannot be guaranteed. This should not be construed as tax advice. You should always consult with your tax professional with regard to specific tax questions and obligations.

 Investment advisory services offered though Guardian Wealth Advisors, LLC D/B/A Finance Roadmap Planning. Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2 or Form CRS, which is available upon request.

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