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Strategies

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