12110 Sunset Hills Rd,
We've created an user-friendly guide to create a seamless servicing experience for you as the client. As always, if you have any questions regarding servicing on your Park Avenue Securities account(s), Guardian policy(ies), or general questions that pertain to your financial planning agreement, please feel free to contact us at 517-365-7937 or send an email to firstname.lastname@example.org.
We are constantly striving to create ease of business for our clients and welcome any suggestions for content to add to our page! We will continue to update as new resources are available. Thank you for working with us!
Whether it’s building a long-term investment strategy for retirement, saving for college, or capital preservation, Park Avenue Securities provides financial professionals with the products and tools to help you step forward to take charge of your financial future and achieve financial success.
Help protect the people you love. Learn about your options for preparing for the future and helping protect those who depend on you for financial support. And get income protection you can count on. If you’re diagnosed with an illness, condition, or injury, a disability policy will help you pay your bills when you can’t work.
Most people use traditional financial theories and conventional wisdom as a reason to take on increased financial risk. Instead of putting your assets at risk, we consider your complete financial picture and put your financial protection first.
Cash flow conversations build confidence for advisors and clients. This collaborative process creates immediate value which builds trust and confidence.
Trouble viewing your accounts online? Click the links below to assist with setting up your online access with Park Avenue Securities! Once you create online access, you will have the ability to link bank accounts, transfer money, take distributions, update beneficiaries, etc. Forgot your password? Call the Park Avenue Securities help desk at 1(888) 600-4667 to have your password reset.
Follow the link below to register with Guardian online; where you'll be able to view your existing policies, make payments, take loans, update contact information, etc. Currently in the process of underwriting? See our library of client-approved resources to expedite your underwriting experience!
The Living Balance Sheet® is an interactive web-based tool guided by a powerful philosophy to financial decision making. It follows a time-tested process that provides clients financial clarity, organization, and an understanding of how each financial decision affects the other.
The Living Balance Sheet® (LBS) offers a holistic overview of your personalized financial picture – and journey – all in one place. But having all your financial information readily available to you is only the first step. The step-by-step approach of LBS shows you the simple logic and order of financial decision-making that help you reach your financial goals.
Our uncommon approach to financial strategies is grounded on decades of experience. Let us help you get to the financial life you want.