FAQ

General

What is Financial Guard and How Does It Work?


Getting Started: Payment & Profile

Can I include my Spouse or Partner in my plan?

What do I need to do to receive my Portfolio(s) Assessment and Investment Recommendations?

How do I know your aggregation and account linking service is secure?

I have multiple accounts, including a 401k, a brokerage, an IRA, a 403(B) and a 529 plan. How will Financial Guard work across all these accounts?

I don’t really follow the markets. How will Financial Guard help me get personalized advice?

How does Financial Guard make recommendations?

What info does Financial Guard take into consideration?

What are some of the limitations and risks of using an online investment adviser like Financial Guard?