Partnering with Michael Oskouian at Guard Legacy has been one of the best decisions I’ve made for the long-term stability of my business. Michael approached our planning process with a level of thoroughness and professionalism that is rare in today’s fast-paced environment. He took the time to truly understand the structure and goals of JPH International, and guided me through strategies that not only safeguard what we’ve built but also support our future growth.
What impressed me most was his transparency—every step was explained clearly, every option was laid out with honesty, and every recommendation was made with my best interest in mind. Michael isn’t just an advisor; he’s a strategic partner who brings confidence and clarity to complex planning. I highly recommend him to any business owner looking to protect their legacy and plan for lasting success.
— Harry Sandhu
President, JPH International
Although we were diligent about saving early in our careers, we lacked strategy when it came to long-term financial and eventual retirement planning. Since we began working with Sam 12+ years ago, we have met our goals and feel fully prepared to move into our next (retirement) phase thanks to his guidance. Sam has become a trusted family advisor that we do not hesitate to recommend to friends and family. Our only regret is not understanding the value a great Financial Advisor provides sooner! Sam has helped us make up for lost time and we could not be happier with his services.
— Linda Ribail
Retiring Executive
Working with Michael Oskouian and the team at Guard Legacy has been a transformative experience for both me personally and for my business. From our very first meeting, I was struck by Michael's exceptional level of professionalism, his deep understanding of risk and legacy planning, and above all, his thorough and transparent approach. He asked the right questions, listened closely to my goals and concerns, and then crafted a plan that not only protected what I’ve built, but also positioned my business for future growth.
What stood out most was the clarity and care he brought to the process. Every recommendation came with a clear rationale, and I never once felt like I was being "sold" something. Instead, I felt like I was gaining a trusted advisor. Michael and Guard Legacy have earned my full confidence and I would recommend them without hesitation to any business owner who values integrity, expertise, and thoughtful planning.
— Art Zylstra
Guard Legacy is a member firm of The Fiduciary Alliance, LLC, which is a registered investment adviser. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals' giving testimonials or endorsements.