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    • GSI DISABILITY INSURANCE
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    • The Living Balance Sheet®
SOMMERS FINANCIAL
  • Home
  • GSI DISABILITY INSURANCE
  • INSURANCE PRE-APPLICATION
  • BUSINESS INSURANCE
  • The Living Balance Sheet®

The Living Balance Sheet®

Financial guidance for who you are and where you are in life.

Most people use traditional financial theories and conventional wisdom as a reason to take on increased financial risk. Instead of putting your assets at risk, we consider your complete financial picture and put your financial protection first. 

Click below for your personal Living Balance Sheet ® . Click the below link to begin your personal financial MRI

THE LIVING BALANCE SHEET®

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Sommers Financial is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 4281559. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.  The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2024 Guardian. 


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