Products & Services
In integrating all aspects of your financial picture to help you find cash or benefits you may be losing, we offer the following products and services through Guardian and Park Avenue Securities:
Personal
Business
1 Disability income insurance underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, 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.
Webex Conferencing
Using GoToMyPC's remote access software, you can log on to Joel's computer so that we can explore interactive "what if" scenarios in real time over the Internet. Being able to use Guardian's Living Balance Sheet® over the Internet accelerates the process of working together to achieve your financial goals.
An Example
We can review your case with you from virtually anywhere.
A client in Seattle, Washington got a $100,000 bonus as his daughter was entering college. He wanted to know how best to pay for her education in light of this new development. Using GoToMyPC, he and a colleague Joel works with in Tallahassee connected to Joel's computer over a lunch hour. They updated his financial information, putting it on the Hacker-Safe Living Balance Sheet®, and together, they devised some scenarios that would coordinate his assets and provide efficient strategies for achieving his goals.
