Strategies

Our firm is committed to providing the most comprehensive financial strategies for you, your family and your business.

Business Owner Strategies

  • Employment Benefits

  • Major Medical*
  • Dental
  • Group Life
  • Group Short Term & Long Term Disability
  • Voluntary Benefits
  • Pension Design & Administration
  • Executive Benefits

  • Supplemental Life & Disability Income Protection
  • Business Insurance
  • Succession Planning
  • Buy-Sell Agreements
  • Key Person Training
  • Split Dollar Arrangement

Personal Strategies

  • Life and Disability Income Protection
  • Long Term Care Insurance
  • Money Management1
  • Wealth Accumulation
  • Wealth Distribution
  • Retirement Planning
  • Estate Planning

1Investment advisory services offered through Park Avenue Securities.

  • Additional Planning Strategies

  • Debt Elimination
  • College Funding
  • Charitable Giving
* Neither Guardian nor its subsidiaries issue Major Medical Insurance products or services.

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Compliance number: 2016-19071 exp. of 3/18

This Material is Intended For General Public Use. By providing this material, Guardian is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact your agent for guidance and information specific to your individual situation.

Robert Fine and Associates is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY.
Securities products and services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  OSJ: 1101 Worcester Road Framingham, MA 01701, (508) 820-9939
PAS is an indirect, wholly-owned subsidiary of Guardian.  Robert Fine and Associates is not an affiliate or subsidiary of PAS or Guardian.
Important Disclosures