Elevate Your
CTFA Practice with
Guardian Solo 401(k)
Elevate Your
CTFA Practice with
Guardian Solo 401(k)
Empower High Net Worth Clients with True Portfolio Diversification
Empower High Net Worth Clients with True Portfolio Diversification
As a Certified Trust Financial Advisor, you can 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.
As a Certified Trust Financial Advisor, you can 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.
Alternative Asset Integration
Expand Investment
Horizons
Expand Investment
Horizons
Expand Investment
Horizons
Provide your clients with access to a wide range of alternative assets:
Provide your clients with access to a wide range of alternative assets:
Provide your clients with access to a wide range of alternative assets:
Real estate investments
Private placements
Secured and unsecured loans
Cryptocurrency
Precious metals
Mineral rights
And more, all allowed by IRS regulations
Diversify your clients' portfolios beyond traditional stocks, bonds, and mutual funds. Guardian Solo 401(k) opens doors to unique investment opportunities.
Diversify your clients' portfolios beyond traditional stocks, bonds, and mutual funds. Guardian Solo 401(k) opens doors to unique investment opportunities.
Diversify your clients' portfolios beyond traditional stocks, bonds, and mutual funds. Guardian Solo 401(k) opens doors to unique investment opportunities.
High Net Worth Client Appeal
Tailored for Sophisticated Investors
Offer features that resonate with your high net worth clientele:
Seamless alternative asset investing
IRS-compliant fund source tracking
Flexible account management o ptions
White-labeled portal with your branding
Enhanced portfolio diversification
Give your clients the control and flexibility they desire in their retirement investments while maintaining your professional oversight.
High Net Worth Client Appeal
Tailored for Sophisticated Investors
Offer features that resonate with your high net worth clientele:
Seamless alternative asset investing
IRS-compliant fund source tracking
Flexible account management o ptions
White-labeled portal with your branding
Enhanced portfolio diversification
Give your clients the control and flexibility they desire in their retirement investments while maintaining your professional oversight.
High Net Worth Client Appeal
Tailored for Sophisticated Investors
Offer features that resonate with your high net worth clientele:
Seamless alternative asset investing
IRS-compliant fund source tracking
Flexible account management o ptions
White-labeled portal with your branding
Enhanced portfolio diversification
Give your clients the control and flexibility they desire in their retirement investments while maintaining your professional oversight.
Integrated Wealth Management
Seamless Integration with Your Existing Systems
Enhance your current trust accounting solutions:
Flexible data sharing capabilities
Customized integration based on your specific needs
Compatibility with various trust accounting software
Simplified management of self-directed assets alongside traditional investments
Guardian Solo 401(k) adapts to your existing workflow, enhancing your capabilities without disrupting your established processes.
Integrated Wealth Management
Seamless Integration with Your Existing Systems
Enhance your current trust accounting solutions:
Flexible data sharing capabilities
Customized integration based on your specific needs
Compatibility with various trust accounting software
Simplified management of self-directed assets alongside traditional investments
Guardian Solo 401(k) adapts to your existing workflow, enhancing your capabilities without disrupting your established processes.
Integrated Wealth Management
Seamless Integration with Your Existing Systems
Enhance your current trust accounting solutions:
Flexible data sharing capabilities
Customized integration based on your specific needs
Compatibility with various trust accounting software
Simplified management of self-directed assets alongside traditional investments
Guardian Solo 401(k) adapts to your existing workflow, enhancing your capabilities without disrupting your established processes.
Compliance and Reporting Made Easy
Stay Ahead of Regulatory Requirements
Benefit from robust compliance and reporting features:
Comprehensive audit trails
Detailed reporting for regulators and auditors
Automatic updates reflecting changing regulations
Simplified IRS form generation (1099-R and 5500-EZ)
Stay at the forefront of self-directed retirement solutions. Our training ensures you're always equipped to provide expert guidance to your clients.
Compliance and Reporting Made Easy
Stay Ahead of Regulatory Requirements
Benefit from robust compliance and reporting features:
Comprehensive audit trails
Detailed reporting for regulators and auditors
Automatic updates reflecting changing regulations
Simplified IRS form generation (1099-R and 5500-EZ)
Stay at the forefront of self-directed retirement solutions. Our training ensures you're always equipped to provide expert guidance to your clients.
Compliance and Reporting Made Easy
Stay Ahead of Regulatory Requirements
Benefit from robust compliance and reporting features:
Comprehensive audit trails
Detailed reporting for regulators and auditors
Automatic updates reflecting changing regulations
Simplified IRS form generation (1099-R and 5500-EZ)
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 Standing
Access specialized training and earn CE credits:
IRS-focused training on Solo 401(k) plans
Ongoing technical support for the platform
Expert assistance with IRS rules and regulations
Option for CE credits to maintain your professional certifications
Minimize compliance risks and streamline reporting. Guardian Solo 401(k) keeps you ahead of regulatory requirements, saving you time and reducing potential liabilities.
Expertise Enhancement
Elevate Your Professional Standing
Access specialized training and earn CE credits:
IRS-focused training on Solo 401(k) plans
Ongoing technical support for the platform
Expert assistance with IRS rules and regulations
Option for CE credits to maintain your professional certifications
Minimize compliance risks and streamline reporting. Guardian Solo 401(k) keeps you ahead of regulatory requirements, saving you time and reducing potential liabilities.
Expertise Enhancement
Elevate Your Professional Standing
Access specialized training and earn CE credits:
IRS-focused training on Solo 401(k) plans
Ongoing technical support for the platform
Expert assistance with IRS rules and regulations
Option for CE credits to maintain your professional certifications
Minimize compliance risks and streamline reporting. Guardian Solo 401(k) keeps you ahead of regulatory requirements, saving you time and reducing potential liabilities.
Collaborative Client Management
Work Seamlessly with Your Professional Network
Utilize powerful tools to manage client accounts collaboratively:
Grant Interested Party (IPD) access to CPAs, attorneys, or other professionals
Facilitate teamwork in managing client Solo 401(k) plans
Maintain oversight while allowing specialized input from other experts
Create a holistic wealth management experience for your clients by seamlessly collaborating with their trusted advisors.
Collaborative Client Management
Work Seamlessly with Your Professional Network
Utilize powerful tools to manage client accounts collaboratively:
Grant Interested Party (IPD) access to CPAs, attorneys, or other professionals
Facilitate teamwork in managing client Solo 401(k) plans
Maintain oversight while allowing specialized input from other experts
Create a holistic wealth management experience for your clients by seamlessly collaborating with their trusted advisors.
Collaborative Client Management
Work Seamlessly with Your Professional Network
Utilize powerful tools to manage client accounts collaboratively:
Grant Interested Party (IPD) access to CPAs, attorneys, or other professionals
Facilitate teamwork in managing client Solo 401(k) plans
Maintain oversight while allowing specialized input from other experts
Create a holistic wealth management experience for your clients by seamlessly collaborating with their trusted advisors.
Increase Assets Under Management
Grow Your AUM and Enhance Client Retention
Leverage Guardian Solo 401(k) to expand your service offerings:
Attract new high net worth clients seeking alternative investment options
Increase AUM by capturing a larger share of client assets
Enhance client "stickiness" with unique, comprehensive retirement solutions
Differentiate your practice in a competitive market
By offering Guardian Solo 401(k), you position yourself as an innovative advisor capable of meeting the diverse needs of high net worth clients.
Increase Assets Under Management
Grow Your AUM and Enhance Client Retention
Leverage Guardian Solo 401(k) to expand your service offerings:
Attract new high net worth clients seeking alternative investment options
Increase AUM by capturing a larger share of client assets
Enhance client "stickiness" with unique, comprehensive retirement solutions
Differentiate your practice in a competitive market
By offering Guardian Solo 401(k), you position yourself as an innovative advisor capable of meeting the diverse needs of high net worth clients.
Increase Assets Under Management
Grow Your AUM and Enhance Client Retention
Leverage Guardian Solo 401(k) to expand your service offerings:
Attract new high net worth clients seeking alternative investment options
Increase AUM by capturing a larger share of client assets
Enhance client "stickiness" with unique, comprehensive retirement solutions
Differentiate your practice in a competitive market
By offering Guardian Solo 401(k), you position yourself as an innovative advisor capable of meeting the diverse needs of high net worth clients.
Simplified Performance Tracking
Comprehensive Reporting on Alternative Assets
Easily manage and report on alternative asset performance:
Integrated performance tracking for diverse asset types
Seamless incorporation of alternative assets into overall portfolio reports
Automated generation of tax-related forms (1099-R and 5500-EZ)
Clear, comprehensive reporting for client reviews and strategic planning
Simplified Performance Tracking
Comprehensive Reporting on Alternative Assets
Easily manage and report on alternative asset performance:
Integrated performance tracking for diverse asset types
Seamless incorporation of alternative assets into overall portfolio reports
Automated generation of tax-related forms (1099-R and 5500-EZ)
Clear, comprehensive reporting for client reviews and strategic planning
Simplified Performance Tracking
Comprehensive Reporting on Alternative Assets
Easily manage and report on alternative asset performance:
Integrated performance tracking for diverse asset types
Seamless incorporation of alternative assets into overall portfolio reports
Automated generation of tax-related forms (1099-R and 5500-EZ)
Clear, comprehensive reporting for client reviews and strategic planning
Why Choose Guardian Solo 401(k)
Why Choose Guardian Solo 401(k)
True Diversification:
Offer a wide range of alternative asset options
True Diversification:
Offer a wide range of alternative asset options
True Diversification:
Offer a wide range of alternative asset options
High Net Worth Appeal:
Features tailored for sophisticated investors
High Net Worth Appeal:
Features tailored for sophisticated investors
High Net Worth Appeal:
Features tailored for sophisticated investors
Seamless Integration:
Works with your existing trust accounting solutions
Seamless Integration:
Works with your existing trust accounting solutions
Seamless Integration:
Works with your existing trust accounting solutions
Compliance Assurance:
Stay ahead of regulatory requirements effortlessly
Compliance Assurance:
Stay ahead of regulatory requirements effortlessly
Compliance Assurance:
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
Collaborative Management:
Easily work with clients' other advisors
Collaborative Management:
Easily work with clients' other advisors
Collaborative Management:
Easily work with clients' other advisors
AUM Growth:
Attract and retain high net worth clients
AUM Growth:
Attract and retain high net worth clients
AUM Growth:
Attract and retain high net worth clients
Comprehensive Reporting:
Simplify alternative asset performance tracking
Comprehensive Reporting:
Simplify alternative asset performance tracking
Comprehensive Reporting:
Simplify alternative asset performance tracking
Ready to revolutionize your
CTFA practice?
Discover how Guardian Solo 401(k) can elevate your service offerings, increase your AUM, and position you as a leader in comprehensive wealth management for high net worth clients.