Guardian Financial Partners | Fiduciary Financial Planning

Educating Edison- Reviewing Proposed Tax Legislation

May 27 2025 17:31

Casey Bartels

You may have seen recent headlines about proposed tax legislation that could affect many Americans. In this month’s Educating Edison video, Casey Bartels, CFP®, unpacks what’s being proposed and helps you understand how it might impact you.

Educating Edison is our monthly video series aimed at helping Southern California Edison employees better navigate their financial lives.

VIEW HERE

Have questions? Please contact us at 949.771.2969 or contact us here.

Schedule a Meeting

Legal Disclaimer | Form ADV Part 3 (Form CRS)

Check the background of your financial professional on FINRA's BrokerCheck.

Guardian Financial Partners, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Guardian Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Any commentary on this website reflects the personal opinions, viewpoints and analyses of the Guardian Financial Partners, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Guardian Financial Partners, LLC or performance returns of any Guardian Financial Partners, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Guardian Financial Partners, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. Investing involves risk and possible loss of principal capital. No advice may be rendered by Guardian Financial Partners, LLC unless a client service agreement is in place. Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.

Share by: