In building your financial model, our bias is protection first.


Still image from the LBS Flash movie
Still image from the LBS video demo

The Living Balance Sheet®

The Living Balance Sheet® (LBS) is one of the tools developed by The Guardian Life Insurance Company of America that provides you with a personal and secure website containing up-to-date, comprehensive information about your entire financial picture. It helps you coordinate your planning rather than dealing with each aspect (e.g., insurance, investments, budgeting) independently.

If you are currently not a client or do not use The Living Balance Sheet® yet, watch the Living Balance Sheet® Demo Adobe Flash icon, a 5 minute video, to learn more about this exciting new tool. If you own a business I also encourage you to watch this Living Balance Sheet® video designed specifically for business owners Adobe Flash icon.

If you are currently using the Living Balance Sheet®, click here to access your secure LBS website.

Concerned about security? Read the LBS Security Brochure Adobe Acrobat icon.

Adobe Flash icon Requires the free Flash Player

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The Living Balance Sheet®

"LBS is a differentiator; a measure of Guardian's value added commitiment to our clients. It improves the sense of financial control and peace of mind we all need in planning our futures."
- Conrad Collins, Guardian Financial Representative

Contact Joel

Peachtree Planning of Tennessee, LLC
9019 Overlook Blvd., #D-1
Brentwood, Tn. 37027
Office: 615-376-8306
Fax: 615-376-8307
Send Joel an email

Guardian Life
Living Balance Sheet

The Living Balance Sheet® and logo are registered trademarks of The Guardian Life Insurance Company of America (Guardian), New York, NY.