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OUR MISSION IS TO CREATE PERFECT FINANCIAL BALANCE® FOR OUR CLIENTS THROUGH THE MOST EFFECTIVE AND EFFICIENT USE OF THEIR RESOURCES POSSIBLE

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YOUR SUCCESS IS OUR TEAM MISSION

Our mission is to help our clients enjoy a financially balanced life. How do we do that? Through education and clear expert guidance that allows each client to make efficient and effective financial decisions. This approach to wealth building is designed to lower your exposure to market risk and the elements that tend to erode your wealth along the way, such as taxes and the Real Cost of Living®. We understand that you want to enjoy a successful, happy, and secure life – we can help you work toward those goals every day. Our entire TEAM looks forward to working with you.

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See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance and accomplish your goals.

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Have you ever had the feeling that you’re doing everything right with your money and yet still don’t seem to be getting anywhere?

What’s the solution? Gain a clearer understanding of the factors that affect your wealth. There are challenges you may not even be aware of that can slow your progress. LEARN MORE

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Important Information

Securities products offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 625 Maryville Centre Drive, Suite 100, St. Louis, MO 63141, 314-800-1155. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. TRIAD Wealth Systems is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general public use. By providing this material, TRIAD Wealth is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Garrett McMillan is not authorized to use The Living Balance Sheet®.

This website is intended for general public use and is for educational purposes only. By providing this content, The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries are not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation.

Important Disclosures

2021-127081 Exp 09/23