Strategy

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*
• Dental
• 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

1Investment advisory services offered through Park Avenue Securities.

• Additional Planning Strategies
• Debt Elimination
• College Funding
• Charitable Giving

* Neither Guardian nor its subsidiaries issue Long Term Care Insurance or Major Medical.