Products & Services

Our company offers a range of products and services suited for business owners, professionals and retirees. May of these products are focused on two areas…estate creation as well as estate preservation. Many of our products and services are listed below:

Investments*

Educational IRA
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Variable Annuity*

Financial Services

Retirement Planning
Tax Planning
401 (k) Planning
403 (b) Planning
College Planning
Estate Planning
Profit Sharing Plans
The Living Balance Sheet® (LBS)

Insurance

Disability Income Insurance
Life Insurance
Long Term Care Insurance
Group Health**
Group Life
Group Disability Income

Business Planning

Buy-Sell Funding
Deferred Compensation
Key-man Coverage
Executive Bonus Plans Sec. 162
Carve-out Plans
REBAS

*Investments offered by Park Avenue Securities

**Group Health Insurance is not offered by Guardian or any of its subsidiaries