For Financial Professionals

Refer your clients to Home Guardian.

It makes you look smarter, more caring, and more valuable.

Financial advisors, estate attorneys, and insurance agents who partner with Home Guardian give their senior clients something most professionals never think to offer: active protection for their most important asset.

Financial Advisors

Protect your clients' most concentrated asset.

You become the advisor who thought of everything.

Most retiree net worth is concentrated in the home. Yet most homes receive no structured oversight, no maintenance planning, no accountability.

Home Guardian protects that asset — with quarterly visits, documented condition scoring, and a contractor network that prevents the expensive surprises that drain portfolios.

When you refer clients to Home Guardian, the Annual Home Guardian Report goes into your client review file. You have something concrete to discuss at every annual meeting.

Estate Attorneys

Most estate plans protect the wealth. Few protect the property.

Better property condition at time of transfer.

Deferred maintenance is silent asset destruction. A home that enters the estate with roof damage, mold, or deferred accessibility issues is an estate that transfers at a discount.

Home Guardian preserves property condition, documents the home's status over time, and ensures transfer-readiness — so when the time comes, the property reflects its true value.

The Annual Home Guardian Report gives you and your clients documented evidence of stewardship. Better outcomes for heirs.

Insurance Agencies

Most major claims start with neglected maintenance.

Fewer claims, better-covered clients, stronger relationships.

Water leaks, trip hazards, roof deterioration, structural issues — most large homeowner claims begin as small problems that nobody caught.

Home Guardian functions as a preventative maintenance layer. Quarterly visits identify conditions before they become losses. Documented inspection records strengthen your client's claims position and may support underwriting.

The Home Guardian Score gives agents something concrete to discuss with senior homeowner clients — and a reason to recommend better coverage tiers.

The Hook

The Annual Report your clients will actually show their family.

Every Home Guardian member receives an Annual Home Guardian Report™ — a comprehensive document covering the home's condition, score trends, issues caught, and work completed over the past year.

For Financial Advisors

  • Include the report in your annual review packet
  • Use the Property Score to discuss estate value preservation
  • Position Home Guardian as part of your client's overall financial plan
  • The client remembers who connected them to this service

For Estate Attorneys

  • Reference the report during estate review conversations
  • Document the home's condition for estate planning purposes
  • Use the Maintenance and Property Scores in transfer discussions
  • Hand off to co-trustees or heirs with full condition history

For Insurance Agents

  • Use scores as a risk profile conversation starter
  • Document proactive maintenance for claims history
  • Reference quarterly inspection records with carriers
  • Differentiate your book with a value-add beyond the policy

For All Partners

  • You provide the introduction — we handle everything else
  • Co-branded workshops and client presentations available
  • Free home assessments for your clients as a referral tool
  • No commission complexity — just stronger client relationships

The moment every professional dreads

"Mom fell."

"The water heater burst."

"The roof has been leaking for months."

"The contractor disappeared."

"The house isn't safe anymore."

Most crises begin as small problems. Home Guardian exists to catch those problems before they become emergencies — and before they become the conversation you have to have with your client's family.

Protect The Person. Protect The Property. Protect The Legacy.

The Partner Program

You provide the introduction. We handle everything else.

Partnering with Home Guardian doesn't add work to your plate. We do the heavy lifting — from the assessment to the ongoing visits to the reporting. You get to be the person who connected your client to something truly valuable.

We're currently building our referral partner network in Raleigh, NC and Columbia, SC. We work with a small number of partners in each market who share our commitment to client well-being.

Request a Partner Conversation

What we provide to partners:

Co-branded client presentation decks

Educational seminars and workshops (CE credit eligible)

Home safety guides for your clients

Free assessments you can offer as a value-add

Dedicated partner contact — a real person, not a form

Annual Home Guardian Reports for your review file