Risk Assessment
 
 
 
Unless you manage life’s risks, they can erode not just your plans and your wealth, but your dreams. We factor risk management into both wealth building and financial planning to help protect our clients should they experience challenges like these: disability, a major lawsuit, volatile market conditions, premature death, inflation, excessive costs for estate wealth transfer, and taxes. We also help clients deal with the worst threat of all: lack of awareness about risks or the pride that they “know it all” and are safe.

 

 


Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.
OSJ: 1767 Sentry Parkway West Suite 200, Blue Bell PA.
267-468-0822 PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Comprehensive Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian.

This material is intended for general public use. By providing this material, Guardian 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

2015-6636 Exp 6/17

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