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The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2017 Guardian
That's the goal of a technology called The Living Balance Sheet®. It is a holistic approach that helps provide better ideas for budgeting money, protecting what's important, and achieving financial balance for YOU. It's all about creating your individual perspective, rather than planning based on guessing what you will need to live on…and then falling short of your goals.
LBS allows me to stress test the products and strategies that clients are currently using and perform a through analysis of
your current financial landscape. It provides clarity and organization as we develop (because you and I work as a team) your
Among the things The Living Balance Sheet® helps me do for your unique situation:
Ultimately, going though the The Living Balance Sheet® planning process helps me to identify and re-capture “lost dollars,” by a more efficient re-deployment of those dollars.
As my client, you'll have free access to The Living Balance Sheet® when you need it.
To find out more about The Living Balance Sheet®, or to start saving more for yourself, a loved one or business, Contact Us now!
Allen Kampf, Registered Representative and Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.
Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ:954 RIDGEBROOK RD SUITE 300 SPARKS, MD 21152, ph# 410-828-5400. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. This material is intended for general public use. By providing this material, First Financial Group is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.
Important Disclosures 2017-38369 Exp 4/19