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Services & Resources

Our firm is committed to providing the most comprehensive financial strategies for you, your loved ones, and your business.

Personal Strategies

  • Financial Organization
  • Financial Decision Prioritization
  • Multi-Generational Wealth Transfer
  • Future Tax Strategies
  • Estate Planning
  • Savings Rate Optimization
  • Savings Diversification
  • Insurance Optimization
  • Wealth Management, Accumulation, and Distribution
  • Retirement Planning
  • Debt Restructuring and Efficiency

Additional Strategies

  • Debt Elimination
  • College Funding
  • Charitable Giving

Partner Strategies

  • Identify Fraud
  • Property and Casualty
  • Legal Work

Business Owner Strategies

  • Business Exit Planning Coordination
  • Future Tax Strategies
  • Tax Sheltering (Retirement Plan Optimization)
  • Financial Team Assembly and Coordination
  • Business Succession Planning

Employment Benefits

  • Corporate Education with Wealth StepsTM
  • Pension Design and Administration

Executive Benefits

  • Buy-Sell Agreements
  • Key Person Insurance
  • Split Dollar Arrangements


Strategic Partnerships

Pershing, 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.

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