Client Center Living Balance Sheet

The Living Balance Sheet is a new and exclusive client servicing system that we feel sets us apart from other financial services firms.  In today’s complex financial world, this electronic file organizer can certainly make your life simpler by providing an easy-to-use web-based comprehensive wealth management system.  Just imagine - your entire picture on your own personal and secure website.  Available anytime you want it, from anywhere in the world.

With the Living Balance Sheet, you can enjoy a great sense of convenience knowing your information is secure at all times, you can view and monitor updated financial balances daily*, check awards programs in one place and be automatically notified of eligible offers, and store copies of tax and legal documents – and treasured photos, audio recordings and videos – in a secure Vault.

Through this powerful knowledge-based system you can easily manage your assets and liabilities and monitor your cash flow with over 2,600 financial institutions.  You can assess whether you are saving sufficiently for your future, get a handle on your retirement and investment funds through a securities watch that reviews price fluctuations of securities throughout the day, and find out whether your insurance protection is up-to-date.

Find out more about this no-cost service that can help you simplify your financial life.

If you are interested in more information about The Living Balance Sheet you may visit http://livingbalancesheet.com/.There you will find contact information, frequently asked questions and a video that explains the features of this new and exciting system.

View a tour of the living balance sheet

* The Living Balance Sheet displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feeds from the client’s financial institutions.  Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time.

The Living Balance Sheet® is a registered trademark of The Guardian Life Insurance Company of America, New York, NY. Patent is pending.

First Financial Group. 954 Ridgebrook Road, Suite 300, Sparks, MD 21152.
Tel: 410.828.5400

Securities products and services through Park Avenue Securities LLC (PAS) 954 Ridgebrook Road, Suite 300, Sparks, MD 21152. (410) 828-5400. PAS is an indirect wholly-owned subsidiary of The Guardian Life Insurance Company of America, New York, NY.  First Financial Group is not an affiliate or subsidiary of PAS or Guardian.   We have registered representatives securities licensed in all states. The financial representatives of First Financial Group are not licensed to sell insurance in all 50 states.  To find out if an agent is licensed in your state, please contact Sharon Klipner at 410-828-5400, extension 4125.

PAS is a member FINRA/SIPC.

Neither Guardian, nor its subsidiaries, agents or employees provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.