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“The hardest part of learning something new – is unlearning what you know now.”

-Source Unknown

 

  
      

 
The Living Balance Sheet®

The Living Balance Sheet®*
is our 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.

Consult with Randy Gorsuch CLU, ChFC, a Guardian Financial Representative, for a free, no obligation look at 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.

 

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®

*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.

Contact  randy_gorsuch@glic.com

© 2008 Randy Gorsuch - Pinnacle Financial Group

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