Client/Visitors Center

The Living Balance Sheet

Introduction

With The Living Balance Sheet®, you can go to your own website to see your balance sheet from anywhere in the world.

  • Know your information is totally secure.
  • Have your accounts updated automatically overnight1.
  • Access a secure, encrypted personal online Vault, into which you can place copies of your important financial, legal, tax and property documents, and also your treasured photos, videos and audio recordings.
  • Use the same easy system for both your personal life and your business.

How do you achieve financial success?
If there were financial products that could guarantee financial success, we would all own them. Financial products alone do not create financial success. And it’s not about number crunching or calculating future “needs” based on linear computations established today. Wealthy individuals do not approach life this way.

Financial success has been described as “to have as much in life as you possibly can.” You want to live for today and enjoy life the fullest, while preparing for the point in your life where you no longer are working … where your assets and property will provide your lifestyle.

With The Living Balance Sheet®, you can go to your own website to see your balance sheet from anywhere in the world. See your entire financial picture at once. Know your information is totally secure. Have your accounts updated automatically overnight1.Easily locate copies of important financial, legal, tax and property documents. Access a secure, encrypted personal online Vault, into which you can place copies of your important documents, and also your treasured photos, videos and audio recordings. Use the same easy system for both your personal life and your business.

This is the latest technology and is provided only to our clients, at no charge.

1 The Living Balance Sheet® displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feeds from the client’s financial institutions. Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time.

Luttner Financial Group, a Lifetime Financial Growth Company is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 244 Boulevard of the Allies Pittsburgh, PA 15222, 412-391-6700 PAS is an indirect, wholly-owned subsidiary of Guardian. Luttner Financial Group, a Lifetime Financial Growth Company is not an affiliate or subsidiary of PAS or Guardian. Important Disclosures 2014-00000

The Living Balance Sheet® is a registered trademark of The Guardian Life Insurance Company of America. The trademark The Living Balance Sheet® and the content and graphics in this letter, which relate or refer to THE LIVING BALANCE SHEET® system, are used under license from The Guardian Life Insurance Company of America.

*The Living Balance Sheet® displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feed from the client's financial institutions. Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time.