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Planning & Strategy

By working together with our clients, we are able to offer strategic plans for protection, cash flow and budgeting, asset building and debt reduction that help identify and meet their financial goals.

Our team numerically simulates the strategy to orchestrate where clients’ assets should be to take advantage of tax saving strategies. This process allows clients to reclaim assets that may otherwise be lost forever in taxes and expenses. Each client is provided with a vehicle to organize and cohesively view their entire financial world in one place using a Guardian proprietary platform called The Living Balance Sheet®. This advanced technology provides a secure online vault for digital copies of documents that are important to them.