- Help Maintain Financial Balance
- Access Personal Asset Information
- View Updated Balances Daily
- Track Accounts Online
- Store Copies of Important Documents
- Collaborate with Financial Professionals
- Monitor Insurance Programs
- Access Your Personal Financial Website
ORGANIZE
Getting organized is the first step towards designing an effective financial strategy. Without the proper tools and systems in place, staying organized can be an equally difficult task.
The challenge of keeping pace with an ever changing financial landscape can be difficult as personal financial information rests scattered among multiple advisors, institutions and accounts. Even financially savvy individuals can become confused and frustrated as they attempt to properly arrange the pieces of their financial puzzle. What's missing is a single platform that provides organization and easy access to a complete financial picture. The Living Balance Sheet® is the much- needed solution to this age-old challenge.
Please click on the LBS logo to the right for more information about this cutting edge organizational tool.
4201 Congress Street, Ste. 295, Charlotte, NC 28209
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 4201 Congress St., Suite 295, Charlotte, NC 28209. The Registered Representatives are securities licensed in NC, SC, VA (& other states) and the material is strictly intended for individuals residing in these states. No offers may be made or accepted from any resident outside these specified states. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, (704) 552-8507). Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.