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Brian Simon is a Certified Exit Planner, Chartered Financial Consultant, and Chartered Life Underwriter.
He has been advising business owners on financial matters for 20 years.
Finding out your Easy Exit Strategy Readiness Score is the first step to realizing the full value of your life's work.
Explaining Your Unique Results
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This material is intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Brian Simon is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Alliance Financial Group, Inc. Is not an affiliate or subsidiary of PAS of Guardian. CA Insurance License number – 0G10296. 6978842.1 Exp 9/26