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44 Milton Ave., #115, Alpharetta, GA 30009

770-727-4080
rick.foster@guardianfiduciarypartners.com

Planning Built Around Your Goals and Your Legacy

Whether you're just getting started or rethinking your retirement, Guardian Fiduciary Partners, a Wealth Management Company, is here to help you make informed decisions and feel good about your financial direction.  Each recommendation is based upon your personal financial situation and goals.

What We do
Practical Answers for Money Questions With Long Horizons

Retirement income has to come from somewhere, and the choices about how Social Security fits alongside savings and investments rarely come with instructions. Accounts accumulated  over a career often sit at different institutions without a coordinated  strategy, and decisions about what happens to them after a death or incapacity is frequently left undecided. We work through each of those questions in plain language and connect the answers into a plan that holds together.

 

WELCOMEYour Goals, Your Plan, Your Terms

WELCOME
Your Goals, Your Plan, Your Terms

We got into this work because we believe everyone deserves a financial team that listens. Before we build any strategy, we want to understand what concerns you, what you're looking forward to, and what financial success means to you. From there, we work together to create a plan that evolves as you do.

Who We Serve
Those Weighing Today’s Choices Against Tomorrow’s Needs

Our clients span several stages of life, and their questions tend to reach across decades.

Service Members and Veterans

Service members and veterans seeking an advisor who has served in the military  himself.

Retirees and Those Nearing Retirement

Individuals approaching or already in  retirement who want a clear, practical plan for monthly income.

Families Planning for Heirs

Parents and grandparents who want their life savings to support  the generations that follow them.

Our Solutions
Solutions That Work Together Across Your Finances

Each area of guidance connects to the others, so a choice about retirement income reflects the portfolio behind it and the family who may inherit what remains. Clients can work with us in a single area or across all of them, and the plan adjusts as circumstances change.


Retirement Income Planning

Income after work ends depends on Social Security timing and withdrawal order, which we map into a plan that can adjust over time.

*Guardian Fiduciary Partners and LPL Financial are not endorsed by or affiliated with the U.S. Centers for Medicare and Medicaid Services or any government agency.

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Investment Management

Every holding in a portfolio has a job, and we match each one to a client’s timeline and income needs.

*All investing involves risk including loss of principal.  No strategy assures success or protects against loss.

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Estate and Legacy Planning

Beneficiary designations, wills, and trusts work best when they agree, so we work with estate attorneys to keep them aligned.

*Guardian Fiduciary Partnersand LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

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Financial Planning

Mortgage payoffs, tuition bills, and insurance coverage draw on the same income, so we set their timelines side by side.

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How To Get Started
Who We AreA Firm Founded with the purpose of making Lifelong Client Relationships.

Who We Are
A Firm Founded with the purpose of making Lifelong Client Relationships. 

Rick Foster began his financial career  after retiring from the military.  Clients meet with him directly, and conversations begin with the questions they bring.

Our Process
From First Meeting to Ongoing Review

The aim is a plan shaped around a single household’s circumstances, with every part explained along the way.

1. Listen

We learn about your income, accounts, family, and goals in conversation before making any recommendations.

2. Build

We build a written plan and walk through each part with you in plain language.

3. Revisit

We revisit the plan as life changes, adjusting recommendations when income, family, or markets shift.

Let's Build Your Plan

Our Resources
Good Reads, Smart Thinking

We like sharing ideas that help our clients think differently about money and life. Browse the latest articles, guides, and insights below.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.
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Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.
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Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
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Get Started
Begin With the Questions You Have

Whether the question involves retirement income or what passes to the next generation, a first meeting  is a chance to talk through where things stand and what to look at first. Reach out to schedule a time that works for you.

Let's Build Your Plan