Broker Check

P: (858) 550-9312
F: (877) 591-7856

9605 Scranton Road #625San DiegoCA 92121

The Living Balance Sheet®

CONFIDENCE BEGINS WITH ORGANIZATION

Even when a person has all their records in order, they may still be financially disorganized. Many people take a compartmentalized approach to making financial decisions, treating each decision separately as if it had no effect on other areas of their finances. They don’t focus on the big picture.

The result? They end up with strategies at odds with one another and fail to create a positive overall impact.

What if you could work with a professional who took a completely different approach to money management?

Who used revolutionary web technology to help you with budgeting, protecting what’s important, and achieving financial balance? What would that mean to you, your family, your business?


Additional Resources

Articles


Videos

  • For Your Life

  • For Your Business

  • Financial Truth

  • If You Get Sued

  • If You Get Sick

  • In Your Will

  • What LBS Clients Say —
    Overview

  • What LBS Clients Say —
    Protection First

  • What LBS Clients Say —
    Reduce Debt Testimonial

  • What LBS Clients Say —
    Retirement Strategy

  • What LBS Clients Say —
    Business & Personal Protection

  •  
    Security Video

  • If You Die

  • Getting Financial Organized


The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2017 Guardian