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Living Balance SheetSM
We employ the use of an
account and data aggregation tool called the Living Balance SheetSM.
This tool allows us to examine and analyze a client's
financial situation in order to paint a clear picture to aid
in decision making.
The Living Balance SheetSM
includes the ability to aggregate a client's assets in
real-time, giving the client more up-to-date information
than is available elsewhere.
The Living Balance SheetSM is
available to the user from any computer that is connected
to the internet, allowing us to communicate effectively and
efficiently with our clients no matter where their life may
take them.
Finally, The Living Balance
SheetSM also includes an electronic "vault" for
storing copies of important documents. The client has the right to upload
things to the vault for use by his advisors, or simply for
his own use. This too is available from anywhere in
the world. Our clients find their vault useful for
important records such as tax returns, planning documents,
passports, even sound and video files for the use of their
families.
Current LBS Clients
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Larry F. Boord is a Registered Representative and Financial adviser
of Park Avenue Securities, LLC (PAS) 120 East 4th Street,
Suite 1500, Cincinnati, OH 45202. (513) 579-1114. PAS is an
indirect wholly-owned subsidiary of Guardian. Boord & Associates is
not an affiliate or subsidiary of PAS or Guardian. PAS and the
Registered Representative do not provide tax advice, legal advice,
or services.
PAS is a member NASD/FINRA
The Registered Representative is
securities licensed in Ohio, Michigan, New York, and California and
the material is strictly intended for individuals residing in those
states. No offers may be made or accepted from any resident outside
these specified states.
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 or service. 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 appropriately registered. |
