LIFEGUARD FINANCIAL, LLC
MENTOR, OH

Lifeguard Financial Wealth Management, LLC, incorporated on August 14, 2008, is a Florida-based firm specializing in wealth management services with a focus on retirement planning. The company offers comprehensive services including the review of wills, estate plans/trusts, taxes, and insurance through strategic partnerships with experienced professionals known as 'Group Intelligence.' Lifeguard Financial underscores the importance of personalized advice by recommending that clients discuss all information and ideas thoroughly with their individual adviser before implementation. With headquarters at 7536 Mentor Ave., Mentor, OH, Lifeguard Financial's operations include a mailing address in Broward County, FL. The company maintains a strong emphasis on enhancing client capital growth and improving retirement readiness through detailed planning strategies designed to bridge the income gap typically encountered post-retirement. Clients can also rely on easy-to-understand materials for a solid grasp of their personal financial landscape. The firm asserts its independence from any affiliations with government institutions such as the Social Security Administration, emphasizing that all content on its website is strictly informational and meant solely to aid in making informed financial decisions through discussion with advisers. Lifeguard Financial offers its insurance products under the name Anthony Newman, who serves as President. For more information about the company's services or to request personalized consultation, clients can visit lifeguardfinancial.com.