Getting financially organized is the first step in achieving financial confidence — understanding how your income is spent, what your assets and liabilities are, what your benefits coverage is, and how your cash flow is contributing (or not) to achieving financial goals is key.

A Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 14021 Metropolis Avenue, Fort Myers, FL 33912 (239) 561-2900. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group is not an affiliate or subsidiary of PAS. PAS is a member FINRA, SIPC.
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.