Guardian’s proprietary software, The Living Balance Sheet®, allows you to privately answer all of the following questions online and gives you a personal scorecard evaluating your financial world:

  • Do you know what your present and future financial position looks like?
  • Have you taken all precautions to ensure your loved ones are protected in the case of any unforeseen events?
  • Are you maximizing your assets for the present and future?
  • Are your liabilities putting your family’s financial future at risk?
  • How much cash flow do you have available to support your current lifestyle?