TO SECURE YOUR FUTURE, ATTAINING AND MAINTAINING FINANCIAL BALANCE IS CRITICAL - AND CHALLENGING.

  • Are your life and lifestyle protected?
  • Do you have an effective retirement strategy?
  • How are you managing your debts?
  • Are you saving sufficiently for the future?

What if you could have a single secure access point to all your current financial information, easily available to you anytime, anywhere?

YOUR SECURE PERSONAL FINANCIAL WEB SITE DESIGNED TO HELP YOU:

  • View updated financial balances daily and track accounts online
  • Regularly monitor your protection portfolio
  • Monitor and maintain your wealth building and retirement strategies
  • Store copies of important financial documents, family photographs, even audio messages in a secure electronic vault
  • Easily manage your airline and other travel awards programs from one location

TAKE ADVANTAGE OF OUR EASY-TO-USE, WEB-BASED COMPREHENSIVE WEALTH MANAGEMENT SYSTEM.

All of your data is password protected in a secure, encrypted personal web site, easily accessible to you where ever you have online access.

Collaborate easily from remote locations with your financial representative. Store copies of your important documents in a secure online vault.

Ask your financial representative for a free, no-obligation look today.

Living Balance Sheet Log In

North Florida Clients Click Here.

Westshore Clients Click Here.

LBS Video Presentation



This presentation helps give you a better understanding of how The Living Balance Sheet can help to organize your total finacial picture and give you more clarity regarding you financial future.

View the LBS Presentation.

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State-of-the-Art Security

Data is password protected in a secure, encrypted personal Web site. Unlike online banking, online shopping, or online bill paying where money can be moved, The Living Balance Sheet is non-transactionable.

View the LBS Security Tour.

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My Mobile Access

The My Mobile Website provides you with access to the Living Balance Sheet via PDA, Treo®, BlackBerry®, etc.

Keep up to date on personal and financial information with stock quotes, investments, net worth, weather and other personalized links.

The Vault

The Vault provides an online "safe deposit box" accessible from anywhere in the world with Internet access. With your valuables in the encrypted Vault, you can have a sense of comfort.

The Living Balance Sheet® and logo are registered trademarks of The Guardian Life Insurance Company of America, New York, NY.

*The Living Balance Sheet displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feeds from the client's financial institutions. Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time.