Broker Check

Who We Are

Our Mission is Clear

We’ll be honest with you — there’s nothing particularly complicated or flashy about our mission. In fact, it’s about as simple as you can get. Our mission is to make your financial life better.

What does “better” mean? Well, that’s up to you. Maybe it’s feeling secure about your family’s well-being. Maybe it’s Knowing that you’re on target for a great retirement. Or maybe it’s just being able to sleep a little better at night knowing you’re taking an active role in your financial future. But that’s the point — there’s no one-size-fits-all definition of “better.” And there’s no one-size-fits-all way to achieve it.

That’s why we take the time to understand your situation, needs and goals. So we can come up with a plan that’s right for you. Not for some hypothetical, algorithm-derived computer-generated customer profile — but for the real YOU.

Our Vision is Unclouded

We don’t want you to feel self-conscious, but our vision is focused solely on you. More specifically, our vision is to help you — and every one of our clients — have the support, insight and service you need to face your financial future with complete confidence.

Our Values are Steadfast

We believe you should always know who you’re doing business with. Especially when it comes to your money. As a company, we live by a set of values that guides everything we do. It’s an integral part of who we are and how we treat our clients.

We Believe in Clarity

When you choose to let us help you manage your financial life, you’ll always know what we’re doing, how we’re doing it and how much it will cost. Nothing hidden. Nothing unexpected. Ever.

We Believe in Collaboration

We’re in this together. And you’re a crucial part of the equation. (After all, it’s your money.) Our collaborative approach means that we’ll always work with you — to understand your needs and goals and to find a way forward together.

We Believe in Responsiveness

This is not a set-it-and-forget-it proposition. Your needs are inevitably going to change over time. You may find yourself sending a child to college or buying a new house or getting ready to retire. And when you do, we’ll be standing by to adjust your overall financial strategy to meet your changing needs.

Our Presence in the Community as of December 31, 20161

We are proud to work with over 2,2372 clients

Helping clients protect what matters most

Life insurance coverage in force


Number of life insurance policies in force


Income protection in force


Number of disability income policies in force     


Providing value to our clients and their families

Client policy and account values3


Dividends to whole life policyholders4  


Fulfilling promises for our clients and their families

Life Insurance benefits (claims) paid5


Disability benefits (claims) paid5


1 Reflects all in force policies and contracts serviced by this agency as of 12/31/16
2 Includes owners of in force life, disability income, long term care, policies as well as all securities accounts.
3 Represents in force cash values for life insurance, and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.
4 Represents Dividends paid in 2016 on Whole Life policies, excluding closed and surrendered policies.
5 Represents all Life and Disability claims paid in 2016.
- Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors.
- Financial information concerning The Guardian Life Insurance Company of America as of December 31, 2016, on a statutory basis: Admitted Assets = $51.9 Billion; Liabilities = $45.7 Billion (including $39.4 Billion of Reserves); and Surplus = $6.2 Billion.