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Imagine, Design, Live The Living Balance Sheet is a registered mark of The Guardian Life Insurance Company of America, New York, NY.

The Living Balance Sheet

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Comprehensive Financial Planning

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Page 1: The Living Balance Sheet

Imagine, Design, Live

The Living Balance Sheet is a registered mark of The Guardian Life Insurance Company of America, New York, NY.

Page 2: The Living Balance Sheet

The Challenges

• Increasing Cost of Living

• Multiple Financial Institutions and Advisors

• Conflicting Opinions and Marketing Hype

• Changing Personal and Financial Objectives

Imagine, Design, Live

Page 3: The Living Balance Sheet

As a result, many people find themselves…

• Financially Disorganized

• Confused about the REAL cost of living

• Feeling anxious about their future• Wishing there was a better, easier way…

• Adopting inappropriate financial strategies

Imagine, Design, Live

Page 4: The Living Balance Sheet

Imagine…

a financial journey offering…

• Clarity of purpose

• Optimism and hope

Build wealth Balance legacy/lifestyle choices

• A process to help you…

Track finances and net worth

Imagine, Design, Live

Page 5: The Living Balance Sheet

Imagine…

a way to simplify your life

Introducing:

Imagine, Design, Live

Page 6: The Living Balance Sheet

The Living Balance Sheet

Here’s how it works…

• Provides your financial picture at-a-glance through a personal website

• Helps you achieve optimal financial balance

• Automatically updates your financial data

• Stores copies of your important documents in an encrypted Vault

• Even monitors your awards programs

Imagine, Design, Live

Page 7: The Living Balance Sheet

Design…a wide-angle view

that works together

Imagine, Design, Live

Page 8: The Living Balance Sheet

Oscar J. Gordillo

Page 9: The Living Balance Sheet

Oscar J. Gordillo

Page 10: The Living Balance Sheet

Oscar J. Gordillo

Page 11: The Living Balance Sheet

Oscar J. Gordillo

Page 12: The Living Balance Sheet

Oscar J. Gordillo

Page 13: The Living Balance Sheet

Oscar J. Gordillo

Page 14: The Living Balance Sheet

Oscar J. Gordillo

Page 15: The Living Balance Sheet

Oscar J. Gordillo

Page 16: The Living Balance Sheet

Design…your financial visionand move towards optimization

Imagine, Design, Live

Page 17: The Living Balance Sheet

Design…strategic solutions working withyour financial representative

Imagine, Design, Live

Page 18: The Living Balance Sheet

Design…and test your

wealth building potential

Imagine, Design, Live

Page 19: The Living Balance Sheet

Live…with greater senseof comfort

Imagine, Design, Live

Page 20: The Living Balance Sheet

Live…a budgeted lifestyle

Imagine, Design, Live

Page 21: The Living Balance Sheet

Live…by leaving your own written personal legacy

Imagine, Design, Live

Page 22: The Living Balance Sheet

Live…with interactiveflexibility and mobility

Imagine, Design, Live

Page 23: The Living Balance Sheet

Getting started is easy

• Provide data to your financial representative

• Set up personal website• Review possible strategies

Imagine, Design, Live

Page 24: The Living Balance Sheet

With LBS, planning goals are comprehensive and far-reaching

• Increased Protection

• Improved Level of Savings

• Improved Cash Flow Management

• Increased Asset Performance

• Increased Debt & Tax Efficiency

• Financial Balance and Success

Imagine, Design, Live

Page 25: The Living Balance Sheet

On a comprehensive basis

• Wealth Management

• Retirement Planning

• Business Planning

• Education Planning

• Asset Allocation

• Advanced Planning

Imagine, Design, Live

Page 26: The Living Balance Sheet

On a transactional basis

• Life & Disability Insurance

• Mutual Funds

• Stocks and Bonds

• 401(k) Plans & IRA’s

• Annuities

• 529 College Savings Plans

Imagine, Design, Live

Page 27: The Living Balance Sheet

Imagine, Design, Live

The Living Balance Sheet is a registered mark of The Guardian Life Insurance Company of America, New York, NY.