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The Living Balance Sheet*
is our custom-built, Web-based client servicing system, which provides users with 24-hour access to key legal and financial documents from anywhere in the world with Internet access. It coordinates financial accounts from a menu of more than 3,000 financial institutions and helps clients gauge their financial fitness by highlighting their insurance protection, net worth, and overall cash flow.
 Consult
a Guardian Financial Representative near you for a free, no obligation look at The Living Balance Sheet.
You Can:
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| Create Wealth Accumulation Strategies |
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| View Daily Financial Updates |
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| Determine the Impact of Inflation, Taxes, and Debt |
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| Store Copies of Important Documents |
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| Track Airline and Travel Award Programs |
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| Leave a Legacy Document to Loved Ones |
Tour The Living Balance Sheet
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| A "Living" Balance Sheet
Your entire financial picture is available to you 24/7 from virtually anywhere. This includes your assets and your liabilities, as well as statements and worksheets. Your customized reports are available with one click anytime you want them.
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| State-of-the-Art Security
Data is password protected in a secure, encrypted personal Web site. Unlike online banking, online shopping, or online bill paying where money can be moved, The Living Balance Sheet is non-transactionable.
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| The Vault
The Vault provides an online "safe deposit box" accessible from anywhere in the world with Internet access. With your valuables in the encrypted Vault, you can have a sense of comfort.
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