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Guardian Investment & Accounting

Home
United States
Chattanooga, TN
Guardian Investment & Accounting

Planning For ALL

We're Guardian Investment and Accounting, and we've been premier wealth advisors in Chattanooga, TN, since 2016.

OUR GOALS FOR OUR CLIENTS

1) Protect their assets
2) Provide tax free retirement plans
3) Assist in liquifying assets
4) Provide nursing home funding
5) Plan college funding
6) Determine the protection of family
7) Provide tax liability considerations
8) Assist with self-employed/business needs

Planning For Life. We've been experts in our field for many decades, and we specialize in financial p

lanning and accounting. We offer retirement planning, IRA and 401k rollovers, estate planning, annuities, trusts, and much more. We're looking forward to partnering with Chattanooga, Knoxville, and Nashville consumers to expand so that we may better serve our local communities. We'd like to personally invite you to contact us to learn more about long-term care strategies, today! Services:
Wealth Advisors
Retirement Planning
IRA Rollovers
401k Rollovers
Charitable Giving
College Savings
IRA Legacy Planning
Enhanced Planning
Annuities
Medicare Planning
Long-Term Care Strategies
Veteran Retirement Planning
Tax Accounting
Asset Protection
Trusts

Specialties:
Financial Planning
Accounting
Small Business Taxes
Retirement Planning

Certifications:
CPA
RPA

Associations:
Chattanooga Chamber of Commerce
Better Business Bureau (BBB)

07/03/2025

Education planning isn't a one-time event; it's a journey.🎓

From the very first savings deposit to the final tuition payment, each stage of your child’s life brings new opportunities to grow and protect their future. 🌱

At Guardian Investment & Accounting, we help families navigate every step of the education planning process, with flexible strategies, tax-advantaged options, and expert guidance designed to fit your family’s goals.

✨ Start today, their tomorrow depends on it.

📞 Contact us to schedule your education planning consultation. 423-892-4693

06/26/2025

Life is full of milestones, and each one can have a significant impact on your taxes. From getting married to planning for retirement, understanding how these life events affect your tax situation is crucial to making informed decisions for your financial future. 💡

According to Charles Schwab, major life changes like marriage, homeownership, the arrival of children, divorce, and retirement can all bring important tax considerations. Swipe through our latest post to learn how these 5 life events can influence your taxes and the steps you can take to make the most of each situation. 📊

At Guardian Investment and Accounting, we specialize in guiding you through these tax changes, helping you make strategic decisions that align with your financial goals. Whether you’re planning for a new family addition or considering retirement, we’re here to provide personalized tax planning and expert guidance.

📞 Call us at 423-892-4693 or message us to schedule your consultation today!

06/19/2025

A Mistake That Keeps You From Financial Freedom: Not Getting Professional Guidance 💡

When it comes to financial freedom, one of the biggest mistakes people make is not working with a professional to guide their journey. While there’s an abundance of free advice out there, it’s often not tailored to your specific needs and goals. Without expert guidance, you might end up making decisions that feel right but are costly in the long run. 💸

✅ Let us help you avoid the costly missteps and create a custom financial strategy tailored to your unique situation. Working with a professional ensures you have a clear roadmap to financial freedom.

Tip: Partner with a financial professional who can tailor a plan just for you. With their expertise, you’ll navigate the path to financial success more efficiently and confidently.

06/15/2025

Happy Father’s Day to all the incredible dads out there! Today, we honor you for the love, dedication, and strength you bring to your families every day. Whether you're guiding your children through life’s challenges or sharing moments of joy and laughter, your role is irreplaceable.

At Guardian Investment and Accounting, we recognize the sacrifices fathers make to provide and protect their families' futures. You inspire us with your hard work, perseverance, and the care you show in both your personal and professional lives.

Today is your day to relax, celebrate, and reflect on all the amazing things you do. We hope it’s filled with love, appreciation, and the happiness you deserve!

Wishing all fathers a truly special and memorable Father's Day! 💙🎉

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06/05/2025

Starting a small business is exciting, but managing the books doesn’t have to be overwhelming. 📊 Even if you’re just starting, investing in professional bookkeeping services can save you time, money, and stress down the road.

From ensuring accurate financial records to helping you make smarter business decisions, a bookkeeper is an essential part of your success. 💼

Let Guardian Investment and Accounting help you stay organized and on track as you grow your business. 📈

📞 Call us at 423-892-4693 to schedule your consultation today!

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05/29/2025

You deserve a financial plan that gives you peace of mind. No more stress, just clarity and confidence in your financial future. At Guardian Investment & Accounting, we’re here to help you design a personalized plan that aligns with your goals and brings you the peace you deserve. 🌿

Ready to take the first step toward financial tranquility? Call us today at 423-892-4693 to schedule your consultation. 💼

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05/26/2025

Today, we pause to honor and remember the brave souls who gave their lives in service and those who stood with unwavering courage to protect our freedoms.

At Guardian Investment & Accounting, we believe in the power of legacy because the greatest legacies aren’t measured in wealth, but in sacrifice, service, and love of country.

This Memorial Day, may we carry their memory forward with gratitude and purpose.

05/22/2025

What if college isn’t the dream? 🎨🛠️💼 That’s not a problem, it’s an opportunity.

At Guardian Investment & Accounting, we believe success doesn’t come in one shape. Whether your child is passionate about starting a business, learning a trade, exploring creative work, serving in the military, or taking a gap year, their path deserves a financial plan that supports their version of success.

Unlike traditional 529 plans that limit your options, we use flexible strategies like:
✅ Indexed Universal Life Insurance (IULs)
✅ Custodial Accounts (UGMA/UTMA)
✅ Roth IRAs for Kids
✅ Annuities with long-term growth potential

✨ These tools allow your money to grow and be used to how and when your child needs it. No penalties. No restrictions. Just real possibilities.

📞 Call Guardian Investment & Accounting at 423-892-4693. Let’s build a plan that’s as bold and unique as your child’s future.

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05/20/2025

Feeling overwhelmed by mental clutter? It might be time for a Money Cleanup! A little organization can go a long way in bringing clarity and peace of mind to your finances. 🧠 Start with these simple steps:

1️⃣ Organize Your Accounts
2️⃣ Tidy Up Transactions
3️⃣ Automate Where You Can
4️⃣ Refresh Your Financial To-Do List

Taking control of your finances is the first step toward a more organized and stress-free future. Need help with your money cleanup? Call us at 423-892-4693 to schedule a consultation today! 💼

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05/15/2025

Financial responsibility starts at home! Getting your teen involved in the planning process now can set them up for a lifetime of smart money decisions. Here are 4 simple steps to help them understand budgeting, saving, and making wise financial choices. 🌟 💰 Start the conversation today!

Need guidance? Guardian Investment & Accounting is here to help you and your family build a secure financial future. Contact us today at 📞 423-892-4693!

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05/13/2025

🚨 Top 5 IRS Audit Triggers You Should Know 🚨

At Guardian Investment & Accounting, we believe knowledge is power, especially when it comes to protecting your financial future. Understanding what raises red flags with the IRS can help you file accurately, stay compliant, and avoid unnecessary stress.

Whether you're an individual taxpayer, a small business owner, or navigating more complex returns, being proactive can make all the difference.

📁 If you're unsure whether your return could attract unwanted attention from the IRS, our team is here to help. Let’s make sure your financials are accurate, optimized, and audit-ready.

📞 Contact us at 423-892-4693 to schedule your tax consultation today.

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Address

7522 E Brainerd Road, Suite A
Chattanooga, TN
37421

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

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