Home You & Your Family Your Retirement Your Business Your Career Resources About The Living Balance Sheet® We endeavor to go beyond the one-time transaction that leaves people hoping for the best. Instead we provide ongoing commitment and insight throughout your financial journey. CONFIDENCE BEGINS WITH ORGANIZATION Even when a person has all their records in order, they may still be financially disorganized. Many people take a compartmentalized approach to making financial decisions, treating each decision separately as if it had no effect on other areas of their finances. They don’t focus on the big picture. The result? They end up with strategies at odds with one another and fail to create a positive overall impact. OUR APPROACH A key component that sets The Living Balance Sheet® apart: you are never left on your own to figure things out. Part of the solution is working with a financial specialist – a trained professional to help you gain insights and take action that creates results to build your wealth and get what you want out of life. At Pacific Advisors, we use The Living Balance Sheet® to help coordinate your financial reports in order to gain more effective insights to your decisions and strategies. Your financial data is regularly updated so you always know where you stand. You get a wide-angle view of your finances, allowing you to adapt as your circumstances and desires change in order to achieve the best possible results. This makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance. PERSONALIZED CARE As your financial advisors, our first job is to help you protect your current position of wealth. Then we work with you to create a roadmap for the achievement and protection of your full narrative of wealth. Once the plan is clear we begin to conservatively advance toward it, never taking more risk than necessary to help achieve the fulfillment of your narrative. At Pacific Advisors, we go beyond providing ordinary financial guidance and investment services for businesses and individuals. Our team focuses on your unique needs; and then we design customized strategies to help meet those needs. With this new approach, you have the power to: Address financial risk and exposure Enhance asset performance Reduce unnecessary expenses and risks Build savings Enhance your lifestyle For Families and Individuals For Business Owners SIGN UP OR LOG IN The Living Balance Sheet® is Guardian’s electronic wealth organizational platform designed to help you take appropriate actions to achieve your desired results. 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. Contact Pacific Advisors Office: 888-399-3331 333 N Indian Hill Blvd Claremont, CA 91711 contact@pacificadvisors.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2021 FMG Suite. Pacific Advisors LLC is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 333 N Indian Hill Blvd, Claremont, CA 91711, 909-399-1100. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA License #0K12914. Important Disclosures | Online Privacy Statement | Website Terms of Use | California Consumer Privacy Notice General Pacific Advisors Inquiries: 1-888-399-3331 or contact@pacificadvisors.com | © 2001-2020 Pacific Advisors LLC. All Rights Reserved. 2020-107475. Exp. 8/22. Feedback