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Services

Personal Strategies

  • Financial Organization

  • Financial Decision Prioritization

  • Multi-Generational Wealth Transfer

  • Future Tax Strategies

  • Estate Planning

  • Savings Rate Optimization

  • Savings Diversification

  • Insurance Optimization

  • Wealth Management, Accumulation, and Distribution

  • Retirement Planning

  • Debt Restructuring and Efficiency

Additional Strategies

  • Debt Elimination

  • College Funding

  • Charitable Giving

Strategic Relationships

  • Identity Fraud

  • Property & Casualty

  • Legal Work

Business Owner Strategies

  • Business Exit Planning Coordination

  • Tax Strategies (Present and Future)

  • Tax Efficiency (Retirement Plan Optimization)

  • Financial Team Assembly and Coordination

  • Business Succession Planning

Employment Benefits

  • Corporate Education with Wealth Steps™

  • Pension Design and Administration

Executive Benefits

  • Buy-Sell Agreement

  • Key Person Insurance

  • Split Dollar Arrangements

Investment advisory services offered through Park Avenue Securities.​

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This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

 

Wealth Steps® is a service mark of the Guardian Life Insurance Company of America® (Guardian), New York, NY 10001. © 2023 GuardianRegistered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, Suite 300, San Diego, CA 92121, 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Austin Wealth Strategies, LLC and WestPac Wealth Partners, LLC are not affiliates or subsidiaries of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0K73065 | 2023-160340 Exp. 09/25 | Terms of Use | Online Privacy Policy | Important Disclosures

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