You have financial clarity and confidence
Your financial future stops being overwhelming and scary
You're excited about your dreams again
Every financial goal becomes more achievable
It looks awesome.
It's achieving the optimum financial health possible in your present circumstances.
It means you have the capacity to successfully capture opportunities and overcome expected and unexpected life events.
Your financial decisions are holistic, coordinated and integrated.
You are optimally protected. You're a world class saver.
You've achieved financial balance, efficiency, and optionality.
Explore the opportunities to enhance your financial wellness.
Financial balance is the rare, yet essential, foundation of financial wellness.
I'm often told "I don't know that you can help me-I'm only doing my 401(k)." A 401(k) can be beneficial but not when it's the dominant piece of a financial picture.
- Peter Bernstein author Against The Gods
I know what it feels like to be overwhelmed with work, life and yet still have to worry about making great financial decisions. I also know what it's like to struggle with my own complexities and balance, enjoying life now, and preparing for my future life.
Figuring it all out without the right tools or support is not only frustrating, but it can also be discouraging.
That’s why I decided to offer my visitors a complimentary session. You'll experience the opportunity to add uncommon knowledge and a verifiable, holistic technology to your future dreams.
Join me for 30 minutes and we'll take a financial load off your shoulders by simplifying what really needs to be done to create optimal financial wellness
You're 20 years or more away from retirement.
You have many competing interests along the way
You want a success track that creates confident abundance now and in the future.
You're retired or within 15 years of living off your balance sheet.
You have a movie in your mind of your desired retirement life. You have new risks and new opportunties.
You want to Retire Once, Retire on Time and Retire Well™
Your business is the life blood and biggest asset of your financial life.
It's the source of cash flow for you and your family, your employees and their families.
It deserves to be optimized, protected and deliver you full value.
(Valued at $497)
Check the background of this investment professional on FINRA’s BrokerCheck.
Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA & . SIPC . OSJ: 3585 MAPLE STREET SUITE 140 VENTURA, CA 93003, ph# 909.399.1100. PAS is an indirect, wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors Insurance is not an affiliate or subsidiary of PAS or Guardian. CA License #0605098 Important Disclosures
The Living Balance Sheet® (LBS) and the LBS Logo, Wealth Steps® are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2018 Guardian.
2019-84722 Exp 11/2021
2625 Townsgate Rd. #330 Westlake Village, CA 91361
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