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
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Do your insurance needs stay the same when the nest empties?
Investment account consolidation is important to consider for estate planning.
Important items to consider when purchasing condo insurance.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What are your options for investing in emerging markets?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here’s a crash course on saving for college.