| Mr. Guard's financial planning practice goes beyond
the simple preservation of his client's assets for themselves,
their immediate families and future generations. He counsels
successful individuals and their families to help them
define and articulate a multi-generation mission statement,
establish goals for the best use of their time, talent
and resources, and implement their plans to achieve their
financial and non-financial goals and dreams.
Disillusioned with traditional financial planning,
which often treats people as though they are nothing
more than a financial statement, Kenneth Guard developed
a unique approach to help his clients integrate their
human resources, intellectual resources, and financial
resources. The result is that his clients are empowered
to reach beyond simple monetary achievement and leave
a lasting positive imprint on their family and the world
in which they live.
Mr. Guard has been successful in developing plans which
have helped his clients reposition their social capital
to benefit not only their community, but also their
family's future generations. His experience has enabled
him to fine-tune his ability in assisting people of
wealth address important questions often overlooked
by traditional planners. One of Ken's favorite hard
questions is: "Perhaps you have considered what
your money may do FOR your children and grandchildren,
but have you considered what your money might do to
TO them?"
One of his clients was quoted as saying "Ken Guard's
greatest asset is that he truly cares about his clients
and understands their financial, and even more important,
non-financial goals, desires and dreams".
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Kenneth Edward Guard, CFP™, RFC, RIA
REP, EWA
Naples, Ft. Myers, Sarasota Florida
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CERTIFIED FINANCIAL PLANNER™ since 1991
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Registered Financial Consultant |
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Series 65 Investment Advisor Representative,
Investors Security Company, Inc |
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Series 7 General Securities Registration
since 1984 (stocks, bonds & mutual funds) |
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Past President and Principal of an
SEC/NASD registered securities firm |
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FL insurance license (life, health,
variable) |
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Graduate REALTORS Institute University
of Virginia 1970, licensed broker FL & VA, practice
limited to 1031"tax-free" exchange consulitng
for financial planning clients. |
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Recognized authority on 1031"tax-free"
exchanges-over 30 SUCCESSFUL exchanges to date |
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Licensed Mortgage Broker, Florida |
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EWA, Empowered Wealth Architect |
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Authored and taught courses certified
by FL BAR & Board of Accountancy & FPA for
Continuing Education Credits for lawyers, CPA's
and CFP's |
Mr. Guard's Director of Client
Services, Wanda Jones, is ready to help you.
Wanda's experience includes running the back office
of a New York Stock Exchange member firm branch office
as operations manager and serving as computer programmer
/ analyst with an insurance company.
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