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Strategies

Our firm is committed to providing the most comprehensive financial strategies for you, your family and your business.


Business Owner Strategies

  • Employment Benefits
  • Major Medical*
  • Group Life
  • Group Short Term & Long Term Disability
  • Voluntary Benefits
  • Pension Design & Administration



Executive Benefits

  • Supplemental Life & Disability Income Protection
  • Business Insurance
  • Succession Planning
  • Buy-Sell Agreements
  • Key Person Training
  • Split Dollar Arrangement

Personal Strategies

  • Life and Disability Income Protection
  • Long Term Care Insurance*
  • Money Management1**
  • Wealth Accumulation
  • Wealth Distribution Retirement Planning
  • Estate Planning

*Guardian nor its subsidiaries does not offer Long Term Care Insurance

**Money Management offered through Park Avenue Securities

Investments*

  • Bonds
  • Stocks
  • Mutual Funds
  • Exchange Traded Funds
  • Coverdell ESA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

*Investments offered through Park Avenue Securities

Additional Planning Strategies

  • Debt Elimination
  • College Funding
  • Charitable Giving