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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 1pm

Asset Guard

Name: Asset Guard
Address: 6285 Shallowford Road, Suite 120, Lewisville, NC, 27023, US
Telephone: (336) 946-1009

At Asset Guard, we specialize in helping our clients achieve a Safe and Sound Retirement.

05/28/2026

Generational wealth isn’t just about the money you leave behind; it’s about the wisdom to manage it. The cycle of Build, Protect, Transfer, and Educate ensures your family’s future is as bright as your own. 🌳
🔊Turn the volume up and watch this short video

05/26/2026

A true legacy is built on the moments you share today and the security you provide for tomorrow. Whether it's through a will, a trust, or simply sharing your financial wisdom, your impact can last for generations. 👨‍👩‍👧‍👦

𝗪𝗵𝗮𝘁’𝘀 𝗼𝗻𝗲 𝗽𝗶𝗲𝗰𝗲 𝗼𝗳 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝗰𝗲 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗽𝗮𝘀𝘀 𝗱𝗼𝘄𝗻 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗸𝗶𝗱𝘀 𝗼𝗿 𝗴𝗿𝗮𝗻𝗱𝗸𝗶𝗱𝘀?

05/25/2026

Today we remember, honor and thank those who gave their lives while defending our freedom.

05/21/2026

A rock-solid retirement isn't built on one single stock or account. It's built on four critical pillars: Tax-efficiency, RMD mastery, Healthcare budgeting, and Generational wealth. 🏛️
🔊Turn the volume up and watch this short video

05/19/2026

It’s not just about how much your investments grow, it’s about how much you keep after the IRS takes its cut. Tax-efficient vehicles like ETFs and long-term holding strategies can make a massive difference in your final nest egg. 📈

𝗢𝗻 𝗮 𝘀𝗰𝗮𝗹𝗲 𝗼𝗳 1-10, 𝗵𝗼𝘄 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁 𝗮𝗿𝗲 𝘆𝗼𝘂 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗰𝘂𝗿𝗿𝗲𝗻𝘁 𝘁𝗮𝘅 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆?

05/14/2026

Mandatory withdrawals can feel like a curveball for your tax bill. But with tools like Qualified Charitable Distributions (QCDs), you can satisfy your RMD and give back—tax-free. 🕊️
🔊Turn the volume up and watch this short video

05/12/2026

The rules for Required Minimum Distributions (RMDs) have shifted. If you’re approaching 73, it’s time to look at your withdrawal strategy to avoid that 2025 penalty.

05/07/2026

Healthcare costs tend to rise just as you’re ready to relax. Understanding Parts A through D is the first step in taking control of your financial health.
🔊Turn the volume up and watch this short video

05/05/2026

Original Medicare is a great foundation, but it’s not a catch-all. From deductibles to dental, the "gaps" can add up quickly if you aren’t prepared. Are you looking at a Medigap policy or Medicare Advantage to cover those out-of-pocket costs?

04/30/2026

Who gets your money right now… do you know for sure?
Outdated beneficiaries, old accounts, or missing documents can lead to confusion—and unintended outcomes.

Taking a few minutes to review your plan can help ensure everything is aligned with your wishes.
A second opinion can help you spot anything that may have been overlooked.

Address

6285 Shallowford Road, Suite 120
Lewisville, NC
27023

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 1pm

Telephone

(336) 946-1009

Website

http://www.assetguardnc.com/, https://assetguardnc.com/your-second-opinion/

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