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Optometry Professionals

Meeting the personal financial planning needs of Optometrists and practice owners is our focus. You live a busy life serving your patients and the needs of your practice. Our financial planning service focuses on the unique needs of Optometrists. Take control of your future. 

Client Centered

Gain control of your future with a comprehensive, action-focused financial plan.

Design a cash flow blueprint that preserves your lifestyle for today while preparing for the lifestyle of your future.

Eliminate the stress of debts while building assets for your future.

Plan for your legacy with protection of your income and assets.

Optimize your plan to help reduce the impact of taxes.*

Manage a suitable investment strategy that aligns with your goals.

*Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.