Strategies

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
  • 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
  • Estate Planning

1Investment advisory services offered through Park Avenue Securities. Money Management Services offered through Park Avenue Securities.

  • Additional Planning Strategies

  • Debt Elimination
  • College Funding
  • Charitable Giving
* Neither Guardian nor its subsidiaries issue Major Medical.
** Guardian nor any of its subsidiaries offer Long Term Care Insurance
Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

Compliance number:2020-104122 Exp 07/22

Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 14021 Metropolis Avenue, Ft. Myers, FL 33912 239-561-2900. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Financial Focus is not an affiliate or subsidiary of PAS or Guardian.

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