We have unique financial tools and processes to help people build financial foundations and create wealth. Along the way, you will learn about the market forces, restrictions and opportunities. Working together, we can determine which of these would apply to each situation. All aspects of your financial life can be coordinated to help optimize effectiveness and maintain your control and flexibility for the future.
What LBS Clients Say — Overview
For Your Life
Wealth Accumulation & Savings Programs
The Living Balance Sheet®
Personal Risk Management:
Retirement Income Programs & Coordination
College Funding Strategies
* Disability income products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, or by The Guardian Life Insurance Company of America (Guardian), New York, NY. Berkshire is a wholly owned stock subsidiary of Guardian. Products not available in all states. Product provisions and features may vary from state to state.
** You should consult your tax or legal advisor regarding your individual situation.