Consulting Services

If you're a current or future business owner, commercial real estate investor, or individual looking to buy, invest, expand, or just explore opportunities, it can help having someone to bounce around your questions and ideas. We also help traders and investors improve their skills. Guardian Financial Consulting is an owner-operated consulting and education business, specializing in results-oriented, practical solutions you can use.

Business Consulting

General business consulting services for entrepreneurs, business owners, and real estate investors:

One-on-one coaching
Start-up
Acquisition
Due Diligence
Growth & Expansion
Financing
Banking Relationships
Business Plan Setup
Business Plan Review
Transactions & Negotiations
Strategic Analysis
Financial Review & Analysis
Budgets & Projections
Turn-around
Private Mediation

Commercial Real Estate

Advisory services for commercial real estate owners or prospective investors:

Acquisition or Sale
Due Diligence
Management
Independent Buyer's or Seller's Advisor
Independent Owner's or Tenant's Advisor
Dispute Resolution
Private Mediation
Expert Consultation

Business Credit Services

Credit and related services for business owners and entrepreneurs:

Term Sheet Evaluation & Comparison
Loan Structuring
Debt Negotiation
Debt Relief & Restructure
Workout Solutions & Settlements
Dispute Resolution (pre-litigation and during litigation)
Borrower's Representative (non-agency)
Private Mediation
Expert Consultation

Institutional Credit Services

Credit and related services to financial institutions, BDC's, hedge funds, and private lenders:

Credit Grading
Financial Model Development
Training & Education
Customized Course Preparation, Revision, and Instruction
Loan Review
Creditor's Representative (non-agency)
Property and Site Inspection
Expert Consultant

Commercial Loan Brokerage

If you're looking for commercial loan brokerage services, our four-tiered approach is designed to provide you only the services you need and to save you money.

Tier 1 - Resources on our website (free) - COMING SOON!

Tier 2 - Consulting Services (hourly rate) - when just a brief discussion or "sanity check" will do.

Tier 3 - Marketing Services (flat fee) - we find the interested lenders, you do the rest.

Tier 4 - Brokerage Services (contingency fee) - complete loan brokerage services from search to loan closing.

Trading & Investment Coaching

Our experience in the markets dates back to 1986. We are able to help you establish or develop your personal trading and investing skills, whether you are a novice or a seasoned trader. Through our one-on-one coaching services, here are some of the ways we can help you see things you may not have considered before:

Improving your chart-reading and technical analysis skills
Helping you identify search criteria for finding candidates to explore
Helping you develop trading strategies and full trading systems
Reviewing your rationale and results of your prior trades
Reviewing your order placement methods and platform set-up
Improving your understanding and analysis of financial statements
Talking you through your questions

PLEASE NOTE: We are NOT investment advisors and do not provide investment advice. If you are seeking financial advice, consider contacting a registered investment advisor.