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Strategic Planning for Business and Life

Strategic Planning for Business and Life

  • Services
    • Personal Financial Planning
    • Physician Specific Planning
    • Business Owner Planning
    • Insurances
      • Term vs Permanent Life Insurance
      • Personal Disability Insurance
      • Business Insurances
  • Our Team
  • Contact Us
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Insurances

Life Insurance: Term vs. Permanent. What is the difference?

Personal Disability Insurance: Cash Flow protection for Individuals

Businesses Insurances: Tools to protect your company and help it grow.

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What To Expect

Our Commitment To You:
We promise to maintain strictest security, privacy, and confidentiality at all times. We will always seek to keep a similar risk tolerance level to that which you currently carry. Help build protection from loss into your plan. Make your goals our goals and help you achieve them. Respect your contacts and references.

We Will Ask You To:
Please respect our time by being on time for appointments and coming prepared, having completed any work agreed upon. Understand how we are compensated. Should you choose to do so, you can use our firm to implement any financial products that are appropriate to your overall strategy. Expand your field of influence by introducing us to the people you care about, but only if you have benefitted from the process.
Disclaimer

This website is intended for general public use and is for educational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), Member FINRA, SIPC Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a, wholly-owned subsidiary of Guardian. Capitol Wealth Strategies & Circle of Life Financial Health is not an affiliate or subsidiary of PAS or Guardian. Not practicing podiatry for Guardian or its subsidiaries or affiliates. 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. 2021-119224 Exp 04/23

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