10 Question Quiz
What you don’t know can hurt you.
When you schedule your annual physical checkup with your physician this year, you might want to schedule your annual fiscal checkup with a financial services professional as well.
Financial planning is no longer a choice . . . it is a necessity. It’s time to meet with trusted advisors to review your overall fi nances and to determine if we can help to possibly increase your income, reduce your income taxes, and determine whether your current portfolio is properly positioned.
Please take a few moments to complete this survey about your financial future. . . you might rediscover some opportunities for financial growth.
- Are you concerned about outliving your income?
yes | no - Do you worry about having enough life insurance to protect your family?
yes | no - Would you like to reduce (possibly eliminate) your quarterly estimated tax payments?
yes | - Would you like to see your children / grandchildren go to college?
yes | - Are you concerned about going into a nursing home? Putting your parents in a nursing home?
yes | - Would you like to earn more competitive return on your investments?
yes | no
- Are you concerned about the stock market going down?
yes | no - Would you like to find out how to take money out of your IRA tax-free?
yes | no - Are you worried about the government taking a substantial amount of your children’s inherency?
yes | no - Are you worried about loss of income due to illness or disability?
yes | no
If you have answered “Yes” to 3 or more of these questions, you should come in for a complimentary review! Remember, what you don’t know can hurt you!
5040 Roswell Road, Atlanta, Georgia 30342
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Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning Corporation and Peachtree Planning of Tennesee, LLC are not affiliates or subsidiaries of PAS or Guardian. Peachtree Planning Advisors is an independent registered investment advisor.
PAS is a member of FINRA, SIPC.
The Financial Representatives of Peachtree Planning Corporation and Peachtree Planning of Tennesee, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Nina Weaver at 404-260-1677. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and / or tax advisor for advice concerning your particular circumstances. Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsburgh, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.
THE LIVING BALANCE SHEET® and logo are registered trademarks of The Guardian Life Insurance Company of America, New York, NY. Patent is pending. The trademark The Living Balance Sheet and the content and graphics on this website which relate or refer to The Living Balance Sheet system are used under license from Guardian.
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.
* GAMA International, August 2007
** The Atlanta Business Chronicle 2007 Book of List: Atlanta's Top Life Insurance Agencies and Atlanta's Top 25 Financial Planning and Advisory Firms