Who we work with
Strategic Partner — National Financial Network (NFN)
70+ Years of Trusted Financial Experience| Strengthening LAAB’s Foundation with Deep Everyday Planning Capabilities
LAAB is proud to partner with National Financial Network (NFN) — a highly regarded financial services firm established in 1951 and recognized as a national leader in wealth management, retirement planning, business strategy, and protection planning. As our local home base and premier partner, NFN brings decades of experience and a robust platform of expertise to help navigate the daily complexities of planning and business needs with confidence and clarity.
Together, LAAB and NFN blend strategic vision with practical execution — where NFN’s longstanding commitment to personalized financial solutions and deep planning knowledge supports LAAB’s mission to deliver thoughtful, high-value guidance that empowers clients to preserve wealth, grow legacy, and pursue long-term success.
The Living Balance Sheet®
Strategic Financial Intelligence for Long-Term Planning and Everyday Decisions
Legacy as a Benefit® is built to operate on more than philosophy alone — it requires clarity, structure, and real-world financial intelligence.
That foundation is strengthened through our strategic relationship with The Living Balance Sheet® (LBS).
LBS provides a modern planning framework and secure digital platform that helps individuals and families see their complete financial picture in one place — across protection, assets, liabilities, and cash flow. Rather than focusing on isolated accounts or products, it delivers a wide-angle view that supports better decisions over time.
For LAAB, The Living Balance Sheet® serves as a critical operating layer:
Translating long-term benefit design into day-to-day financial context
Supporting informed planning conversations
Creating continuity between compensation strategy, protection planning, and personal financial structure
Enabling clarity as wealth, careers, and responsibilities evolve
Together, LAAB and LBS combine strategic benefit design with practical financial visibility — allowing legacy to be built intentionally, not abstractly.
Unified Financial View
See protection, cash flow, assets, and liabilities in one structured system.
Decision Support Framework
Designed to prioritize what matters most before optimizing what comes later.
Secure Digital Platform
Enterprise-grade security protecting sensitive financial data.
Long-Term Planning Orientation
Built to support multi-year and multi-generation strategy — not short-term transactions.
Park Avenue Securities
Empowering Advisory Strength with Objective Investment Solutions and Trusted Wealth Management
LAAB is proud to partner with Park Avenue Securities (PAS) — a trusted broker-dealer and registered investment adviser that supports financial professionals in delivering objective, client-first wealth management solutions. As a wholly owned subsidiary of The Guardian Life Insurance Company of America with a heritage of disciplined, long-term thinking, PAS provides the products, tools, and technology that help clients step forward with confidence toward their financial goals.
Through this strategic partnership, LAAB’s planning vision is enhanced by PAS’s capacity to:
Provide a comprehensive advisory platform blending brokerage, investment advisory, and wealth management capabilities.
Support holistic strategies for retirement, asset growth, preservation, and education funding.
Leverage innovative tools and technology that streamline planning and elevate the client experience.
Align objective solutions with client goals through trusted financial professionals backed by institutional resources.
Together, LAAB and Park Avenue Securities combine strategic benefit design with objective wealth execution, helping individuals and businesses pursue long-term success with clarity and confidence.