An Uncommon Approach to Financial Decision Making
The Living Balance Sheet®
Transforming how you look at your wealth, available exclusively to Guardian clients.
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.
Wealth building is a process of both art and science that demands the integration and coordination of many factors that can be influenced by economic, tax and market considerations. Our specialized methodology provides a holistic approach that helps our clients consider their life’s goals and values and then make intelligent decisions regarding the best use of their money.