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The Living Balance Sheet®

What if you could work with a professional who took a completely different approach to money management? Who used revolutionary web technology to help you with budgeting, protecting what’s important, and achieving financial success? What would that mean to you, your family, your business?

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IT MAY BE TIME TO TAKE A FRESH LOOK AT YOUR MONEY STRATEGIES

<strong>INTRODUCING THE LIVING BALANCE SHEET<sup>&#174;</sup></strong>

INTRODUCING THE LIVING BALANCE SHEET®

Most people use traditional financial theories and conventional wisdom as a reason to take on increased financial risk. Instead of putting your assets at risk, we consider your complete financial picture and put your financial security first. It’s time to get it right.

The Living Balance Sheet is an interactive web-based tool grounded on a unique philosophy that challenges traditional thinking and offers a new approach to financial decision making. It adheres to a proven process that helps clients achieve their financial goals. 

<strong>GET ORGANIZED</strong>

GET ORGANIZED

Keeping track of finances using multiple websites, statements and piles of paperwork isn’t easy. There is a better and simpler way to see exactly what you own and what you owe.

The Living Balance Sheet provides you with a consolidated and up-to-date view of your complete financial picture. With one account you gain access to daily updates for all of your:

■ Assets ■ Liabilities ■ Insurance protection ■ Cash flow ■

With all accounts and values in one location, you always know what you have and what you’re worth.

GET TO YOUR OPTIMAL FINANCIAL PLACE

The Living Balance Sheet provides people with a complete wide-angle view of their financial world. Let us help you make the choices that are right for your future.

Protect First

Always consider protection first. You want to plan first for what may happen today before you plan for what may happen tomorrow. Without adequate protection, your wealth is left exposed to unexpected life events.

Save and Grow

Investing the right way means more than simply chasing a rate of return. A focus on minimizing risk and becoming more tax efficient allows you to make money while still having enough cash on hand to cover emergencies.

More Money In Your Pocket

We’ll help improve your cash flow by showing you how to:


- live a budgeted lifestyle
- reduce your debt
- increase your discretionary income
- gain tax efficiency

Retire Right

How much do you need for retirement? Forget whatever arbitrary numbers you’ve heard. Future market performance, medical and tax expenses, and even your own longevity are impossible to anticipate. There is a better way to plan for retirement that doesn’t involve guessing about the future.

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For Your Life

For Your Business


Financial Truth

Have a Question or want to schedule a Personal Financial Consultation with one of our advisors? Fill out this form to get in touch.

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The Living Balance Sheet® and The Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.  © Copyright 2005-2022 Guardian. The Living Balance Sheet® system displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feeds from the client’s financial institutions. Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time.