Products & Services

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• The Living Balance Sheet Tour for Your Life

  The Living Balance Sheet Tour for Business

• Strategies for Financial Success

  As Guardian agent, Joel uses the latest technology to help his clients achieve their goals. The Living Balance Sheet® provides ready and secure access to personal financial information and facilitates coordinated financial strategies.

• Affiliations

  
  

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

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• Joel’s Non-Profit Organization

  

Copyright 2012 Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning Corporation and Peachtree Planning of Tennessee, LLC are not affiliates or subsidiaries of PAS or Guardian. PAS is a member of FINRA, SIPC. The Financial Representatives of Peachtree Planning Corporation and Peachtree Planning of Tennesee, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Nina Weaver at 404-260-1677. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and / or tax advisor for advice concerning your particular circumstances. Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsburgh, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state. 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.

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