We believe your dreams matter.
And there are threats that can destroy them
Click below for our calendar of upcoming workshops and webinars.
It’s More Than You Think!
Learn 7 factors that will likely increase your cost of living in the future.
Many financial matters compete for your attention: Debt payoff, retirement, college for you children and perhaps a 2nd home.
Listen as to why your would want to consider protection the first priority.
Americans are saving more these days. Especially millennials. We know why to save: For emergencies, for retirement, to afford big-ticket dreams like home ownership or opening a business. But how to save is another matter.
As a Life Science Professional, you live in a culture of science, verification and impacting lives. Whether you work in biotech or traditional pharmaceuticals, you understand that the agents you produce have indications, contra indications, side effects, interactions and appropriate dosages to reach a therapeutic range. Financial products and strategies are much the same. However you are usually presented with just the indications for their use. You also are not presented and prepared adequately for what is likely your greatest financial challenge-an unpredictable future.
The Life Science Professional’s Guide to Optimal Financial Wellness is designed to help you and your family to vastly improve your financial condition. You can gain greater clarity around your most significant threats and how you can experience optimal financial wellness in the face of an unpredictable future. The book takes a novel approach, the Finaceutical Approach™. The application of a financially therapeutic combination of financial products and strategies titrated to their optimal potency. You’ll see how to measure your financial choices with the 6 principles of optimal financial wellness.
These risks have been identified by 42 of the leading academics that developed the Retirement Income Certified Professional® curriculum for The American College
Welcome to Wealth StepsA Company Sponsored Financial Wellness Program
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
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