Strategies

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

Business Owner Strategies

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