We help create financial freedom for each client by optimizing assets, protection, and income.

Financial freedom results from a combination of sound financial strategies, well-informed decisions, discipline, hard work, and a long-term approach. The SWG team helps you to see beyond your immediate financial situation – and work to optimize your assets, protection, and cash flow while minimizing debt, risk, and liabilities. 


We strategically map your journey to efficient wealth accumulation and financial security – and ultimate financial freedom. With our team, you gain access to many of the best financial resources in the business, and a full array of leading financial products and services. As professionals, we are free to always offer clients the right solution to their unique situation.

The Living Balance Sheet®

The Living Balance Sheet® is an electronic wealth organizational platform designed to help you take appropriate actions to achieve your desired results, which provides:
• Clarity in the planning process

• Four interdependent financial domains of Protection, Assets, Liabilities and Cash Flow

• A personal secure web site

• Account aggregation with over 6,000 financial institutions

• Automated alerts and alarms

• Secure online Vault to store copies of important personal documents, audio, and videos.

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SWG Financial Questionnaire

This questionnaire is a key building block to developing sound financial strategies and an effective financial plan specifically designed to meet your unique financial goals. Some of our clients complete this questionnaire independently and then share it with their advisor; while others prefer to work through this document collaboratively with our team. 

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Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 3664 Coolidge Court, Tallahassee, FL 32311 Phone: 850-562-9075. PAS is wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Strategic Wealth Group is not an affiliate or subsidiary of PAS or Guardian. 2019-86374 Exp. 9/21 CA lic # 4046349

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The Living Balance Sheet® (LBS) and LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © 2005-2020 Guardian

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