Our Process

An Uncommon Approach to Financial Decision Making

The Living Balance Sheet®
Transforming how you look at your wealth, available exclusively to Guardian clients.

The Living Balance Sheet® is an electronic wealth organizational platform designed to help you take appropriate actions to achieve your desired results, which provides:

Clarity in the planning process
Four interdependent financial domains of Protection, Assets, Liabilities and Cash Flow
A personal secure web site
Account aggregation with over 6,000 financial institutions
Automated alerts and alarms
Secure online Vault to store copies of important personal documents, audio, and videos

Revolutionary technology and insight you haven’t heard before.

Wealth building is a process of both art and science that demands the integration and coordination of many factors that can be influenced by economic, tax and market considerations. Our specialized methodology provides a holistic approach that helps our clients consider their life’s goals and values and then make intelligent decisions regarding the best use of their money.