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.

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.

Flash Presentations

The Living Balance Sheet
The Living Balance Sheet®for Business

The Living Balance Sheet
The Living Balance Sheet® (LBS)

The Living Balance Sheet
LBS System Security

Printable PDF File

lbs client aggregation
Client Aggregation Step-By-Step Guide (pdf92k)

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Printable PDF Brochure

Living Balnce Sheet Booklet

The Living Balance Sheet® Booklet (pdf3.7mb)


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Securities products and services are offered through Park Avenue Securities LLC (PAS) 244 Boulevard of the Allies, Pittsburgh PA 15222 1.412.391.6700. PAS is an indirect wholly-owned stock subsidiary of Guardian. Neither Lifetime Financial Growth, LLC. nor Luttner Financial Group Ltd. are affiliates or subsidiaries of PAS or Guardian.

 

PAS is a member FINRA, SIPC.

 

The Information on this site is intended for the residents of Pennsylvania, Ohio, West Virginia, and Maryland. The financial representatives of Lifetime Financial Growth are not licensed to sell securities in all 50 states. To find out if an agent is licensed in your state, please contact Cheri McElroy at 412-391-6700.

 

We are licensed to sell Insurance in the following states: Pennsylvania,Indiana, West Virginia and Ohio.

 

Guardian, its subsidiaries, agents or employees do not give tax or legal advice.

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. © Copyright 2005-2012, The Guardian Life Insurance Company of America

 

Guardian does not offer Property & Casualty and Individual Health nor do we provide services for them. Disability income and long term care insurance underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products are not available in all states. Product provisions and features may vary by state.

 

Important Consumer Information: A broker-dealer "BD", investment advisor "IA", a BD agent, or IA Representative may only transact business in a state if first registered in the state, or is excluded or exempt from registration in that state as a broker-dealer, investment advisor, BD agent, or IA Representative, as appropriate. Follow-up individualized responses to persons in a state by such a firm or individual that involves either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

 

This Internet site may contain general information about various investment products. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. Such information is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.

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.