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The Living Balance Sheet

Joel Daunic, a Financial Representative with Peachtree Planning of Tennessee, LLC  is an authorized user of  The Living Balance Sheet, an electronic wealth organizational platform that provides a wide-angle view of your financial world and enables him to stress test your current financial approach.  Gain insight and clarity on your complete current financial picture, which when coupled with Joel’s and Peachtree Planning’s professional experience will allow you to make well-informed personal and business decisions and take appropriate actions to achieve your desired results.

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

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

Neither Guardian nor its subsidiaries, agents or employees provide tax or legal advice.  You should consult your tax or legal advisor regarding your individual situation.