The Living Balance Sheet®

 

 Close your eyes for a moment and imagine a website where you log on with ONE user name and password and ALL of your financial information is in one place. Now open your eyes and continue learnging about this revolutionary new program that does exactly that!

 

The Living Balance Sheet® is an electronic wealth organizational platform designed to help you take appropriate actions to achieve your desired results, which provides:

  • Clarity in the planning process
  • Four interdependent financial domains of Protection, Assets, Liabilities and Cash Flow
  • A personal secure web site
  • Account aggregation with over 6,000 financial institutions
  • Automated alerts and alarms
  • Secure online Vault to store copies of important personal documents, audio, and videos

Revolutionary technology and insight you haven’t heard before! 

 

 
  
 
 PERSONAL Living Balance Sheet Video

 
BUSINESS OWNER Living Balance Sheet Video
 
 
 
 


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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