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Available only from Guardian, The Living Balance Sheet® was designed to uncomplicate your finances and help you plan for your future. You can view a clear snapshot of all your accounts and assets, in one secure place. Better still, you can simulate different scenarios with the help of a Guardian Financial Representative, to understand how decisions you make with your money now can impact the future.

The Living Balance Sheet presents a time-tested philosophy of prioritizing aspects of your financial life. In essence, our approach is to help you protect what you have now, become a world -class saver, and effectively grow your assets throughout your life. Taking these steps enables you to enjoy more security now, while building toward a rewarding future. In short, it’s about getting the life you want.

The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2019 Guardian

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Over 13,000 clients, over $850 Million assets under management, more than 9,000 life insurance policies, and more than 2,700 disability insurance policies.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

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Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?
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“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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