Retirement Income You Can Count On
Personalized retirement and tax strategies for individuals 55+ who want to protect their savings and create reliable income.
- Not sure if your current plan will last
- Wondering how much you’ll lose to taxes in retirement
- Want to turn your savings into reliable monthly income
- Looking for a second opinion before making big decisions
Who We Help
- Nearing or in retirement (age 55–70)
- Have $100,000+ saved assets
- Want dependable retirement income and personalized guidance
- Worried about taxes, market risk, or outliving money
- Prefer working with someone local they can trust
Our Process
Step 1:
Meet & Learn
We start with a one-on-one meeting to understand your current situation, goals, and concerns.
Step 2:
Analyze Your Plan
We review your current strategy and identify gaps, risks, and opportunities.
Step 3:
Build Your Strategy
You'll receive a personalized plan designed to help you create income, reduce taxes, and move forward with confidence.
What Makes Asset Guard Different
Most financial advisors focus on growing your money. We focus on helping you turn it into income and keep more of it.
Tax-Focused Planning
We help reduce unnecessary taxes on your retirement income
Income First Strategy
Focus on creating predictable income, not just growing assets
Education-Based Approach
Workshops and clear explanations, no pressure
Local & Personal
Meet face-to-face with a trusted advisor in your community
Meet Mike Carpenter
With over 30 years of experience in financial services, Mike Carpenter has helped individuals and families navigate the transition into retirement with clarity and confidence.
Throughout his career, Mike has worked with clients who have spent decades saving, but often lack a clear plan for turning those savings into reliable income while minimizing taxes and avoiding unnecessary risk.
That’s where his approach is different.
He Works Closely with Clients to Help:
- Create reliable income streams
- Reduce unnecessary tax burdens
- Build a strategy that supports their lifestyle and long-term goals
He believes retirement planning should be straightforward, transparent, and centered around your goals, not complicated products or one-size-fits-all solutions.
Based in the Triad, Mike works closely with local families, offering in-person guidance and long-term support as they move through retirement.
