Small
Businesses
What’s Your Business Worth? If you Don’t Know, That’s a Problem.
Here’s a business truth: if you don’t know your company’s value, you don’t really own
it—you’re just running it.
And military entrepreneurs, veterans, and civilians work too hard to leave their
success up to chance.
At Guardian Financial Partners, we give you the clarity, the strategy, and the
financial intelligence to not just operate—but to dominate.
Business valuations aren’t optional—they’re your secret weapon. Let’s make sure
you know your worth.
Claim Your Business Valuation Now!
By sending this request, I agree that Lisa Galloway or a financial professional from her team may contact me at the phone number I provided, through a phone or text, even though I may be on a Do Not Call Registry and/or it may be a wireless number. Private Policy and Terms of Condition
Privacy Policies and Terms of Condition
- Licensing of all professionals is available through the following websites:
- National Association of Insurance Commissioner at
- https://content.naic.org/
- National Association of State Boards of Accountancy at https://nasba.org/
- Your state’s Real Estate Commission website.
- Your state’s Bar Association website.
- Guardian Financial Partners does not provide legal advice. Please consult an attorney
- Guardian Financial Partners have a general knowledge of the Social Security tenets. Guardian Financial Partners have a general knowledge of the Social Security tenets. For more in-depth information on your specific situation, please contact the Social Security Administration.
- Not all Guardian Financial Partners may provide all products, programs and services in all states.
- Guardian Financial Partners provide guidance through a holistically personalized framework that generally includes a review and analysis of a client’s financial situation. Should a client like to further their engagement with Guardian Financial Partners, the interested party will be handed the over to one of investment advisory partners that will result in recommendations for a separate fee.
- Insurance products not available in all states.
- Security and Investment advisory services offered through a registered investment advisor, member of FIRNA and SIPC.
- Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services.
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Financial Planning:
- Comprehensive financial plan creation
- Financial goal setting and prioritization
- Cash flow management and budgeting
- Debt management strategies
Investment Planning:
- Investment portfolio analysis and management
- Asset allocation and diversification strategies
- Retirement planning and investment strategies
- College savings planning (e.g., 529 plans)
Retirement Planning:
- Retirement income planning
- Social Security and pension maximization
- Retirement savings strategies
- Required Minimum Distributions (RMD) planningtment strategies
Tax Planning:
- Life insurance needs analysis
- Disability insurance planning
- Long-term care insurance
- Health insurance review and recommendations
Estate Planning:
- Estate plan review and recommendations
- Trust planning and management
- Wealth transfer strategies
- Charitable giving strategies
Education Planning:
- Education funding strategies
- College savings plans (e.g., 529 plans)
- Financial aid and scholarship guidance
Business Planning:
- Succession planning for business owners
- Employee benefits and retirement plans
- Business continuity planning
Specialized Services:
- Divorce financial planning
- Financial planning for special needs families
- Elder care financial planning
Wealth Management:
- Ongoing portfolio monitoring and adjustments
- Quarterly or annual review meetings
- Performance reporting and analysis
- Coordination with other professionals (e.g., attorneys, accountants)
Client Education:
- Financial literacy workshops and seminars
- Personalized financial education and coaching
- Resources and tools for financial decision-making