The Living Balance Sheet®

The Living Balance Sheet®* is a custom-built, web-based client servicing system, which provides users with 24-hour access to key legal and financial documents from anywhere in the world with Internet access. It coordinates financial accounts from a menu of more than 3,000 financial institutions and helps clients gauge their financial fitness by highlighting their insurance protection, net worth, and overall cash flow.

With The Living Balance Sheet®* you can:

  • Create Wealth Accumulation Strategies
  • View Daily Financial Updates
  • Determine the Impact of Inflation, Taxes, and Debt
  • Store Copies of Important Documents
  • Track Airline and Travel Award Programs
  • Leave a Legacy Document to Loved Ones

Features

A “Living” Balance Sheet
Your entire financial picture is available to you 24/7 from virtually anywhere. This includes your assets and your liabilities, as well as statements and worksheets. Your customized reports are available with one click anytime you want them.

 

Mobile Access
Monitor your finances, stock quotes, news, investments, insurance portfolio and even weather from anywhere with easy access to your personal website via your mobile device.

State-of-the-Art Security
Data is password protected in a secure, encrypted personal Web site. Unlike online banking, online shopping, or online bill paying where money can be moved, The Living Balance Sheet is non-transactionable.

The Vault
The Vault provides an online “safe deposit box” accessible from anywhere in the world with Internet access. With your valuables in the encrypted Vault, you can have a sense of comfort.

 

 

Tour The Living Balance Sheet® or consult with Randy Gorsuch CLU®,ChFC®,LUTCF, a Guardian Financial Representative, for a free, no obligation detailed look at The Living Balance Sheet®.

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Randy Gorsuch, Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. is licensed to sell insurance in the following states: IL, IA, MO, WA and GA. This website is intended for individuals who reside in those states listed.

Randy Gorsuch is a Registered Representative of and offers securities products and services through Park Avenue Securities LLC (PAS) 7 Hanover Square, New York, NY 10004, 1-888-600-4667 . Pinnacle Financial Group is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member FINRA/SIPC.

The Registered Representative is securities licensed in CA, IL, MO, and WA and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.

Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.
© Copyright 2005-2011, The Guardian Life Insurance Company of America

*The Living Balance Sheet displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feeds from the client's financial institutions. Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time.