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So, what if life doesn't go as planned?
What if you don't save as much as you thought you would? Or your investments don't produce as you had hoped? Or unexpected losses or expenses pop up (career, education, health, home, car), as they often do?
Source: EmployeeFinancial Wellness Survey,PWC, 2016
Combine the power of non-traditional planningand uncommon knowledge into a seamless,turnkey solution for financial balance.
Discover, Learn, Take Action.
Series of customizable, in-person and/or web-based workshops supported by automated communications.
Content tailored to benefit any group or segment of employees.
Participants get access to a secure, private, confidential website and receive a personalized scorecard.Interactive learning tools, videos, articles, and other valuable resources.
Access to a complimentary, one-on-one consultation with a professional Wealth Steps specialist.
Ability to meet with a financial professional in-person or via the web.
Wealth Steps is a service mark of The Guardian Life Insurance Company of America ® (Guardian), New York, NY 10004.© 2018 Guardian. 2017-38053 Exp. 03/2019
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.
2018-66795 Exp 09/20
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