Secure Your Future
Financial Strategies Designed to Protect What Matters Most.
We help families and businesses protect their assets, reduce financial risk, and create tax-advantaged strategies that build lasting wealth.
Our Services
Strategic Solutions to Protect, Grow & Transfer Your Wealth.
At WealthGuard Solutions, we help families and business owners build financial security with strategies designed for today and generations to come. Our team delivers personalized guidance that protects your assets, strengthens your future, and helps you move forward with confidence.
Retirement Planning
Build a retirement strategy that protects what you’ve worked hard to earn. We design tax-efficient plans that help you maintain financial freedom and long-term stability.
Debt & Cash Flow Optimization
A strong financial future starts with smart money management today. We help you reduce debt, improve cash flow, and create strategies that support sustainable wealth building.
Business Financial Strategies
Your business is one of your most valuable assets. We help business owners implement strategies like exit planning, buy/sell agreements, and key employee programs that protect and grow company value.
Life Insurance & Protection
Protect your family with modern life insurance solutions designed for both security and growth. These policies help safeguard your loved ones while creating opportunities for long-term financial planning.
Wealth Transfer & Legacy Planning
Ensure your wealth benefits the people and causes you care about most. Our strategies help you pass assets efficiently while minimizing taxes and protecting your legacy.
Family Financial Planning
From college planning to long-term investments, we help families create financial roadmaps for every stage of life. Our goal is to give you clarity, confidence, and control over your financial future.
About Us
transparent financial guidance you can trust
Protecting Your Family. Strengthening Your Business. Financial decisions affect more than your money. They affect your family, your employees, and the future you’re working to build.
I’m Don Workman, founder of WealthGuard Solutions. With over 30 years of business experience and six years as a licensed financial consultant, I bring a practical perspective to protecting what matters—at home and in business.
Based in Rowlett, we serve individuals, families, and small to medium-sized businesses throughout Texas and 12 additional states.
30+
Years Experience
Founder, Don Workman,
Licensed Financial Consultant #2590237
For Individuals and Families
Whether you’re startng a career or family,reviewing an old 401(k), preparing for retirement, protecting your income, or planning your legacy, we start with your priorities. Together, we explore strategies for financial protection, retirement readiness, debt management, and greater confidence in your future.
For Small and Medium-Sized Businesses
Your business needs protection, too. We work with owners and leadership teams on employee benefit enhancements, payroll tax savings opportunities, key person protection, buy/sell funding, and succession planning. Our 125 Managed Health Program is designed to enhance—not replace—existing benefits.
Our fiduciary approach begins with listening, education, and putting your interests first. We charge clients no fees or commissions. You deserve clear explanations and recommendations built around your circumstances and goals.
Clarity before confidence. Strategy before products.
Let’s discuss what you want to protect and where you want to go. Schedule a complimentary 20-minute conversation.
WealthGuard Solutions — Your Shield for Financial Success.
Testimonials
What Our Clients say
From wealth building to retirement, we provide end-to-end financial guidance tailored to your unique situation.
Great company to help with investment planning and your future. Don Workman is our go to guy for our financial needs! He always makes it a point to check on us and informs us of any changes.
Don is level headed, keen on investigating the needs of the client before suggestion a course of action to address the financial situation at hand. He reminds his clients Rome wasn't built in a day, and neither will your financial future, but it is important to start! But, when Don speaks.... People listen!
Don was a pleasure to work with!
Don was very knowledgeable and was able to help us plan ahead for our family future and goals. Don is very easy to talk to and explains the options thoroughly. We will definitely be using Don with all of our financial needs. Thank You Sir!
Don was great to work with! He took his time explaining things and was patient answering all of our questions! Highly recommend him!
Don was a pleasure to work with!
Don Workman is a stand up guy 💯
Our Pricing
Transparent, Value-Driven Pricing
No commissions. No hidden fees. Just clear pricing for exceptional financial guidance.
All plans include our fiduciary commitment and transparent, fee-only structure.
Foundation
Perfect for getting started with professional financial guidance
$1,500
/One-time
Comprehensive financial assessment
Goal-setting and priority analysis
Budget and cash flow optimization
Debt reduction strategy
Basic investment recommendations
Written financial plan
Written financial plan
Wealth Builder
Perfect for getting started with professional financial guidance
$1,500
/One-time
Comprehensive financial assessment
Goal-setting and priority analysis
Budget and cash flow optimization
Debt reduction strategy
Basic investment recommendations
Written financial plan
Written financial plan
Legacy
Perfect for getting started with professional financial guidance
$1,500
/One-time
Comprehensive financial assessment
Goal-setting and priority analysis
Budget and cash flow optimization
Debt reduction strategy
Basic investment recommendations
Written financial plan
Written financial plan
The Business Hub Podcast
Hosted By Don Workman
Available on :
Want to Be a Guest on Our Podcast?
Interested in sharing your insights, story, or expertise on our podcast? Complete the form with your details and a brief summary of what you’d like to discuss. Our team will reach out if your submission is a fit for an upcoming episode.
Now Available
Access expert financial tips, videos, and resources anytime through the Finance 360 app. Download today and use access code: WealthGuard to get started with WealthGuard Solutions and take the next step toward a secure financial future.
Build Wealth Today. Protect It for Generations.
WealthGuard Solutions helps individuals, families, and business owners create smarter financial strategies for retirement, protection, and long-term legacy planning.
FAQ's
frequently asked questions
Explore our faqs or reach out to understand how our financial guidance works.
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,when an unknown printer took a galley of type.
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,when an unknown printer took a galley of type.
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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,when an unknown printer took a galley of type.
Lorem Ipsum is simply dummy text ?
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,when an unknown printer took a galley of type.
Lorem Ipsum is simply dummy text ?
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,when an unknown printer took a galley of type.
Wealth Guard Solutions
Strategic financial solutions designed to help families and business owners grow, protect, and transfer wealth with confidence.
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