Who Are We?
We are a financial firm that provides “ light and truth” in the community for personal and business finances. Using The Living Balance Sheet™, we will assist our clients in building long term financial independence. Our most important job is providing financial security and an abundant life for those we serve.
The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2016 Guardian
5 Original Ways to Show Your Love
One of the best ways to love the people you care about is through properly protecting yourself, and them.
Bulletproofing Your Business
Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Earnings season can move markets. What is it and why is it important?
Do your insurance needs stay the same when the nest empties?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A step-by-step plan to become more financially and emotionally confident can make this year awesome.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Being healthy not only makes you feel good, it may also help you financially.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
When do you need a will? The answer is easy: Right Now.