Independence Planning Group




	In the News
	Launch a Demo of The Living Balance Sheet Tool

Living Balance Sheet

Financial Chaos

Today's busy lifestyle makes it challenging to protect all your assets and achieve optimal financial balance. As time passes, life doesn't get simpler; it becomes more complex, so you turn to professionals and specialists for advice. Unfortunately, most professionals and specialists work independently, leaving you to sort through all the ideas, products and services.

What if you could consolidate all your assets, copies of financial documents and information into one secure location? Recognizing your needs and issues, we have developed a state of art tool to help you do just that!

The Answer To Total Financial Organization

The Living Balance Sheet can consolidate all your most important personal and financial information and much more all in one, safe, easily accessible, location. The four critical domains of a client's well being are showcased on the client homepage: Assets, Liabilities, Protection and Cash Flow. We look forward to demonstrating this invaluable tool to you.

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.

Home

Clients

Field Representatives

Registered Representatives of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004. Securities products/services are offered through PAS, a registered broker/dealer, 1 888-600-4667. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Independence Planning Group is not an affiliate or subsidiary of PAS or Guardian. Independence Planning Group is not a registered investment advisor and none of their services should be construed as investment advisory services. / PAS is a member of NASD and SIPC

Registered Representatives are securities licensed in the STATES of AL , AZ , CA , CO , CT , DC , DE , FL , GA , IL , IN , KS , LA , MA , MD , ME , MN , MO , NC , NE , NH , NJ , NM , NV , NY , OH , OR , PA , SC , TN , TX , UT , VA , VT , WA , WI , WV and this website is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.

The Information on this site is intended for the residents of AK, AZ, CA, CO, DE, FL, GA, IA, IL, KS, MA, MD, ME, MI, MN, MS, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WV. The financial representatives of Independence Planning Group are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact our Licensing Department at (267) 468-0822.