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Make it Real
When you travel your unique pathway in life you know where you are headed. Along the way you and your family or business partners are confident that the route to the future is the most direct. You’re equipped with the right tools to succeed.

Risk Management
The meaning of the term risk management can often be misunderstood. With a clear understanding of what risks can affect your wealth, you’ll be able to turn your financial vision into reality while taking the lowest possible amount of risk.

We cut through the financial jargon, talk straight with our clients, and help them indentify their desired goals.

We help our clients avoid potholes, blind spots, and detours.

Learn more about risk management in retirement from Lincoln National Life »

Investing
Navigating the world of investing can be daunting. With thousands of places to invest, we partner with you to determine the best options for your risk tolerance and objectives at the lowest possible cost.

Guardian Risk Questionaire »
Answer the questions and click “submit” to receive your risk profile summary.

Plan now for your financially fit retirement »
Your actions now define how you’ll live through retirement. “What Matters Most to You?” is an interactive part of Guardian’s livingconfidently.com

Flexibility
Flexibility is key to continued success. Sometimes it make sense to use autopilot. Whether changes need to be made immediately or over time, you and your family or business partners will have the flexibility to make changes with confidence.

Your custom plan developed with The PSGroup isn’t static – it will change over time just as your life does. The PSGroup will guide you through the necessary changes.

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The Living Balance Sheet

CONTACT US

864.232.9316

fsimon@thepsgroup.net

Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 4201 Congress Street, Suite 295, Charlotte, NC 28209 , ph# 704-552-8507. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The PSGroup is not an affiliate or subsidiary of PAS or Guardian. Important Disclosures 2016-19987 Exp 3/18

PAS is a member FINRA, SIPC.