Broker Check

The Living Balance Sheet® Mobile App



Working closely with us, you have your full financial picture at your fingertips. With the Living Balance Sheet (LBS) mobile app, it’s easier than ever to see where you stand on the path to your financial goals. 




•  View your full financial picture as easily as you check your emails. 

•  Track your journey to short- and long-term financial goals as quickly as you set your GPS.

•  Take pics of important documents and store them in your LBS Vault.

•  And collaborate with us, your #financialcoaches with just a few clicks.

It starts at your LBS Dashboard,
a snapshot of your overall
finances in four areas:
Protection, Assets, Liabilities
and Cash Flow (updated daily).

Neill Turner smiling while holding his phone up showing the LBS Mobile app
Use the app to focus
on important goals,
future ambitions, even
potential worries.
Track your progress
toward achieving your
goals using the LBS
Scorecard.
View your financial “to-do”
list, created by you and
your financial professional.
Download the Living Balance Sheet mobile app now.
 Securely upload wills,
trusts, insurance policies,
passports and other
documents to your
LBS Vault, an online
secure storage.
Make collaborating
with your financial
professional even
easier by hitting
“Connect.”

Have questions about the LBS mobile app (or anything else)?

Thank you!
Oops!

The Living Balance Sheet® and The Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2022 Guardian. The Living Balance Sheet® system displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feeds from the client’s financial institutions. Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time.