Strategies

A Resource in Building Your Financial Success

We give clients the confidence to take control of their lives and guide them to build a clear path to their financial future.

Personal Strategies

Comprehensive Financial Planning

Estate Planning¹

College Funding

Risk Management

Retirement Income Planning

Wealth Management

Life Insurance

Disability Income Insurance²

Workplace Strategies

Financial Wellness programs

Supplemental Income Protection

401(k) Plans

Group Benefits – Health,³ Life, Dental & Disability Income

Business Owner Strategies

Business Succession Planning

Executive Benefit Planning

Key Person Planning

Buy/Sell Insurance

Exit Planning Strategies

1 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.

2 Individual disability income products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, or provided by Guardian. Product provisions and availability may vary by state.

3 Guardian does not issue nor advise for Health Insurance.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

rgestiehr@lfgco.com | (412) 391-6700