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The Living Balance Sheet®

Strategic Wealth Design is an authorized user of the Living Balance Sheet®, a powerful tool and revolutionary web technology that can help you with budgeting, protecting what’s important, and achieving financial balance.

The Living Balance Sheet® provides you with a consolidated and up-to-date view of your complete financial picture. With one account, you gain access to daily updates for all of your assets, liabilities, insurance protection and cash flow.

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Getting Financially Organized

The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2016 Guardian