Welcome, Guardian!
The Financial Guardian Community is an amazing group of individuals focused on improving the security, proper use of AI, and overall technology efficiency within the financial services industry.
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Stay up to date on urgent critical updates, new vulnerabilities, and more. We monitor both industry and general business applications, services, and providers for ongoing or urgent breaking security-related news. We send out both regular summaries as well as individual, urgent notices when necessary.
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You can’t hide for an entire day in this industry without having the topic of AI discussed. However, there is a growing problem in the industry that everybody talks about AI and what it is able to do, but so few are implementing or actually showing how to implement effectively. This regular newsletter both addresses great, potential uses for AI as well as walk-throughs of how to implement.
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Guardian Lite is the essential monthly membership for Financial Guardians and includes content designed to help those in financial services (accountants, tax professionals, enrolled agents, financial planners, bookkeepers, payroll processors, and more) to better understand security and improve the overall security of their firm. The subscription includes access to:
Emergency Alerts
Tech 101 Videos
Industry News
WISP Explainer Videos
Annual Security Review Checklist
Software Discounts
Hardware Review Videos
Software Review Videos
Threats Are Real Hardware Videos
Guardian Book Library
Plus Much More!
[View Content] [Subscribe at www.cybersecurity.tax]
The Monthly Guardian Membership is the premiere membership for Financial Guardians and includes content designed to help those in financial services (accountants, tax professionals, enrolled agents, financial planners, bookkeepers, payroll processors, and more) to better understand security and improve the overall security of their firm. The subscription includes access to:
Monthly Continuing Education CE-Qualifying Videos
Bi-Monthly Group Support Calls
Comprehensive How-To Guides
Resource Libraries w/ Dozens of Templates
Private Community Access
Guardian Reboot (one free device wiping with annual subscription)
Free Access to GuardianTrust
Plus Everything in Guardian Lite:
Emergency Alerts
Tech 101 Videos
Industry News
WISP Explainer Videos
Annual Security Review Checklist
Software Discounts
Hardware Review Videos
Software Review Videos
Threats Are Real Hardware Videos
Guardian Book Library
Plus Much More!
Financial Guardians, founded in 2023, is the premiere provider of support, education, and consultation on cybersecurity, AI, and technology to the financial services industry. We are the only provider bringing both operational understanding and deep, intense security knowledge, verified by years of experience and certifications in related industries, in security, tax, and financial services.
The team at Financial Guardians provides support and education individually, at a group or company level, or customized by need. Some of the amazing offerings from Financial Guardians include:
WISP (Written Information Security Plans)
Guardian Reboot
A data destruction and hardware recycling service. Send us your equipment and we will cleanse and permanently remove any data, remove and destroy computer storage, prepare the equipment for recycling, and then provide a certificate of destruction.Chief Guardian Officer / Chief Guardian Office Lite
Chief Guardian Officer is a fractional CIO service. You receive private monthly calls, as well as access to your personal cybersecurity expert’s cell phone for calls, texts, or e-mails. Take your technology & security game to the next level.
GuardianTrust - Launching Fall 2025
The FTC Safeguards Rule requires us to monitor, assess, and perform due diligence on our vendors; a complex process that requires large amounts of time and knowledge. GuardianTrust is the only offering in the industry to assist you with this process.
GuardianMail - Launching Fall 2025
Ever worry about your mail while travelling, or waste hours picking up your mail? Worried about a client finding your address? GuardianMail is your secure mail processor to collect, scan, store, and manage your physical mail, improving that valuable work/life balance.
ResearchGuard - Coming Soon!
Have you felt stuck trying to figure out what AI tools to use, if any? Are you getting poor results or mixed solutions? ResearchGuard is an industry-specific AI tool designed to improve research, communications, & automations - all with leading security and augmented answers.
InCite is a growing community of tax professionals working together to build better solutions and firms, focused on reducing costs, increasing knowledge and education, driving efficiencies, and more. We provide monthly live events, both educational and operational. From resources to best practices, there is something for every tax professional in InCite.
[Visit www.learn.tax] [See Entire List of Courses]
Brad is a nationally sought after speaker and keynote presenter on artificial intelligence, cybersecurity, tax topics, and general technology. Every presentation is uniquely researched and customized both for the organization sponsoring as well as the intended audience. Join one of the thousands of participants who have experienced Brad’s engagement discussions. For more details, please contact info@mjeducationservice.com.
[Visit www.brad.tax for All Business Info] [Visit www.bradmessner.com for Research]
Brad D. Messner, MBA, CSBA, EA is a seasoned professional in both the technology/cybersecurity domain and tax/accounting topics. He has spent over 20 years working with global security systems encrypting and locking down millions of records across dozens of countries. He is also the third-generation owner of Messner & Fox, LLC in Pennsylvania. He is currently a university professor dedicating his career to teaching security and data management to the future leaders of the business world as well as a nationally-recognized speaker. In July 2023, he was awarded Tax Professional of the Year by the National Association of Tax Professionals, out of a membership of over 24,000. He is also the recent recipient of a Department of Defense scholarship as he completes his PhD in Information Systems and Cybersecurity.
His passion for security and love for the financial services industry drove him to launch Financial Guardians, LLC in 2023.
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Subscribe today for regular updates on security and technology updates for the financial sector. Or, you can head over to www.cybersecurity.tax and join our premium tier for even more benefits!
