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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

Helpful Content

Preparing the Future Generation

Preparing the Future Generation

Discover why we need to plan the future for future generations today.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Debt Stress

Debt Stress

There’s a link between debt and stress.

 

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Keep Your Credit Score on the Upswing

Your FICO score matters more than you may realize.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Emerging Market Opportunities

What are your options for investing in emerging markets?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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