Guardianship Program

Many financial institutions do not handle guardianship accounts or court-restricted depository accounts. Those that do often do not have a firm grasp on the process of opening these accounts, assisting the guardians with the reporting requirements, understanding the requirements for account withdrawals, etc. Thus, often guardians end up spending a tremendous amount of time, energy and frustration on just trying to figure out how to handle the financial affairs of the ward.

This is where the advisors at Guardian Financial Group, LLC. can be of service whether you are a professional guardian that handles hundreds of guardianships or whether you are currently working your way through your first (and possibly only) guardianship. Our skillset and experience coupled with Cambridge capacity for working with guardianship accounts allows us to assist with your guardianship needs.

The advisors at Guardian Financial Group, LLC. not only work with guardianship accounts and court restricted depository accounts, we make it a focus of our practice. We are fully versed in this process and language in the court order is as it should be to the actual investment of the funds, to the continual monitoring of the investments and reporting of the performance of those investments. As a guardian working with the advisors at Guardian Financial Group, LLC, you have our commitment to assist you in this process, and beyond.

Present team has completed 40 hour National Guardianship Certification.
We are well versed in guardianship accounts, not only the establishment of these types of accounts, but the entire framework. we own the entire process from start to finish.
We will assist you in compiling all statements and moving assets to Cambridge.
Wherever possible, we will work directly with the contra firms in moving assets over, thereby saving the guardian time and often frustration.
We are knowledgeable and experienced in working with the Prudent Investor Rule.
You will speak to our team directly. We will never send you to an 800 number. You will not be shuffled around from person to person. You will speak with the same person throughout the entire process.

At Guardian Financial Group, LLC., our goal is to make the experience of being a guardian as effortless as possible. As a guardian, a person is performing a service to another, many times, this service is for a family member out of love. This service often involves little articulated appreciation or compensation. We work hard to take as much of the confusion and frustration out of the financial aspects of serving as a guardian.

If you would like more information on guardianships or court-restricted depositories, please feel free to contact our team.