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Specialized Strategies

Wealth Design Group, LLC is committed to providing the most comprehensive financial strategies for you, your family and your business.

Business Owner Strategies   Personal Strategies

Executive Benefits 

  • Supplemental Life & Disability Income Protection
  • Business Insurance
  • Succession Planning
  • Buy-Sell Agreements
  • Split Dollar Agreements

Employment Benefits

  • Major Medical
  • Dental
  • Group Life
  • Group Short Term & Long Term Disability
  • Voluntary Benefits
  • Pension Design & Administration
     
Family Protection and Growth
  • Life and Disability Income Protection
  • Long Term Care Insurance
  • Money Management*
  • Wealth Accumulation
  • Wealth Distribution
  • Retirement Planning
  • Estate Planning


*Investment advisory services offered through Park Avenue Securities.
Additional Planning Strategies
  • Debt Elimination
  • College Funding
  • Charitable Giving

A glossary located on the Resources page is available to explain key terms. 





3040 Post Oak Blvd., Suite 400 | Houston, Texas 77056 | Phone: 281-220-2700 Fax: 713-622-1440


Guardian, its subsidiaries, agents, or employees do not provide tax or legal advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. No offers may be made or accepted from any resident outside these specified states. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside. The information on this web site is designed to be general in nature and for educational purposes only.

Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 400, Houston, TX 77056. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. PAS is an indirect, wholly owned subsidiary of Guardian. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. Wealth Design Group LLC is not an affiliate or subsidiary of PAS or Guardian. Wealth Design Group LLC is not an independent registered investment advisor. The information on this site is intended for the residents of Texas. The financial representatives of Wealth Design Group LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Frannie Alderete at 281-220-2703.    

PAS is a member of FINRA, SIPC

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.
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Guardian, its subsidiaries, agents or employees do not give tax or legal advice.
© Copyright 2005-2010, The Guardian Life Insurance Company of America