Welcome to The
Living Balance Sheet®!
Living Balance Sheet®!
The Living Balance Sheet is a revolutionary web-based
client servicing system, custom built for Guardian Financial
Representatives. The system was designed to help clients
achieve optimal balance in their financial life between their:
Protection
Cash Flow
Assets
Liabilities
Combining cutting edge technology and user-friendly
interface, The Living Balance Sheet allows Guardian
Financial Representatives and their clients to collaborate on
a client's financial future.