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 2005-2019 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!
Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ:7101 Wisconsin Ave., Suite 1200, Bethesda, MD 20814, ph# 301-907-9030. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Guardian nor any of its subsidiaries offer Long Term Care.
Important Disclosures 2019-78664 & expiration date 4/21