Services & Resources Our firm is committed to providing the most comprehensive financial strategies for you, your loved ones, and your business. Personal StrategiesFinancial OrganizationFinancial Decision PrioritizationMulti-Generational Wealth TransferFuture Tax StrategiesEstate PlanningSavings Rate OptimizationSavings DiversificationInsurance OptimizationWealth Management, Accumulation, and DistributionRetirement PlanningDebt Restructuring and EfficiencyAdditional StrategiesDebt EliminationCollege FundingCharitable GivingPartner StrategiesIdentify FraudProperty and CasualtyLegal WorkBusiness Owner StrategiesBusiness Exit Planning CoordinationFuture Tax StrategiesTax Sheltering (Retirement Plan Optimization)Financial Team Assembly and CoordinationBusiness Succession PlanningEmployment BenefitsCorporate Education with Wealth StepsTMPension Design and AdministrationExecutive BenefitsBuy-Sell AgreementsKey Person InsuranceSplit Dollar Arrangements ResourcesStrategic PartnershipsPershing, Envestnet, Biz Equity are not affiliates or subsidiaries of PAS or Guardian. Trademarks are the property of their respective owners and are used with permission. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. Subscribe to Our Newsletter Name Email Address Phone Question Thank you! Oops!