Client Guides

At TrueGuard Financial, we believe clarity is power. These guides were created to help individuals, families, and business owners take control of their financial decisions—with confidence, not confusion.

From life insurance and tax strategy to health planning and financial literacy, each guide below is designed to protect what you've built and help you grow what’s next.

Money Smart Kids: A Financial Road Map from Piggy Banks to Paychecks

At TrueGuard Financial, we believe financial literacy should start early—before debt, stress, and poor habits set in. That’s why we created this free, practical workbook for families, students, and young adults. Whether you’re raising kids or helping teens transition into adulthood, this guide offers tools to build real financial confidence.

Download it below and start preparing the next generation for financial freedom.

Financial Roadmap

The Full-Focus Financial Planning Series

If you're earning well but still feeling uncertain—this is for you.

This guide walks you through the core pillars of lasting financial security: life insurance, health coverage, tax planning, and savings strategy. It’s built for business owners and professionals who want clarity, not confusion.

What you'll learn:

How to build a financial foundation with protection first
Why insurance isn't extra—it's essential
How to shift from just earning to building wealth with intention
What tax-smart planning looks like in real life
How to keep your family, your income, and your business protected—even when life gets messy

This isn’t a pitch. It’s a roadmap.
Start here. Then let’s talk about what’s next.

Download Now