The Guyton Group Your Strategic Partner.

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Presentation transcript:

The Guyton Group Your Strategic Partner

The Old Way YOU

YOU Communication & Plan Integration Strategy Development - Tammy Bank Attorney Strategy Development HR - Tammy YOU CPA - Denise - Jo-Ann Mortgage - Jennifer P&C Consultants

Constructing Your Personal Economy

A Personalized Process for Your Strategic Plan 5) Monitor & Evolve 4) Implementation 3) Savings & Distribution Strategies 2) Protection Analysis 1) Confidential Data Meeting

Economic Blueprint

Your Team Joseph Guyton Andrew Guyton Denise Speechley Tammy Harvey Marketing Manager & Client Services Joseph Guyton Founder & Principal Tammy Harvey Dir. of Operations & Client Services Jo-Ann Turcotte Office Manager & Client Services Andrew Guyton Principal Jennifer Buckley Client Services Manager The Guyton Group offers fee-based planning, wealth advisory services, and securities through Park Avenue Securities LLC (PAS) and insurance through The Bulfinch Group Insurance Agency, LLC. Fee-based plans may include tax and wealth planning suggestions, but we do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation. Joseph H. Guyton and Andrew Guyton are Investment Advisory and Registered Representatives of PAS and Financial Representatives of The Guardian Life Insurance Company of America (Guardian), supervised from: 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. PAS is a member of FINRA & SIPC and an indirect, wholly-owned subsidiary of Guardian. The Guyton Group and The Bulfinch Group are affiliated, but neither firm is an affiliate or subsidiary of PAS or Guardian. The Living Balance Sheet® (LBS) and the LBS Logo are service marks of Guardian. © Copyright 2005-2019 Guardian 2019-73576 EXP: 02/21