Tyler Lavoie

ChFC®, ABFP™, AAMS™, CRPC™, AWMA™ 
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A Bit About Me

With over half a decade of experience in the finance industry, I’ve made it my mission to help people approaching or living in retirement navigate what can feel like an overwhelming process. From the active “go-go years” to the slower “no-go years,” I work alongside my clients to make sure they feel clear, confident, and cared for every step of the way.

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As the Co-Founder of Guardian Financial Services, I don’t just help manage assets—I help people focus on what really matters. For some, that’s protecting loved ones. For others, it’s pursuing lifelong passions or building a legacy they can be proud of. Whatever your goals, I’m here to create a plan that fits your life and empowers you to enjoy your retirement.

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I’ve been through some big financial storms, like the COVID-19 crisis, with my clients, and I’ve seen firsthand how trust, adaptability, and a steady hand can make all the difference. My credentials—including ChFC™, ABFP™, AAMS™, CRPC™, and AWMA™—reflect my commitment to staying at the top of my field, but what really sets me apart is how much I care about the people I work with. Financial planning is personal, and it should feel that way.

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Here’s what I bring to the table:

• Expertise: I’ve earned multiple advanced certifications, including Chartered Financial Consultant, Accredited Behavioral Financial Professional, Accredited Asset Management Specialist, Chartered Retirement Planning Counselor, and Accredited Wealth Management Advisor.

• Clarity: I take the time to explain the “why” behind every decision, so you feel confident about your financial future.

• Follow-through: I do what I say I’ll do—because building trust means showing up for you every time.

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Here’s what that means for you:

You get a partner who helps you simplify your financial life, plan for what’s next, and turn your savings into the income you’ll need to enjoy retirement.

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Imagine waking up each day knowing your finances are working for you. You’re on track with your goals, your savings are secure, and you can focus on the people and things you love most. That’s what having a plan can do.

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Outside of work, I’m passionate about financial literacy and believe it’s never too early to start learning. That’s why I wrote a children’s book series (available on Amazon!) to help kids understand money in a fun, engaging way. Whether I’m working with retirees or creating stories for children, I’m driven by the same goal: to help people feel confident and empowered about their financial choices.

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If you’re ready to take the next step in your retirement planning, let’s talk. Together, we can create a strategy that fits your goals and your life.