Broker Check

In Pittburgh:
2790 Mosside Boulevard
Suite 630
Monroeville, Pennsylvania 15146
(412) 325-8480 Phone
(412) 646-2155 Fax

In Naples:
3003 Tamiami Trail North
Suite 410
Naples, FL 34103
(239) 261-9363 Phone
(239) 262-2122 Fax

The Living Balance Sheet®

What if you could work with a professional who took a completely different approach to money management?

Who used revolutionary web technology to help you with budgeting, protecting what’s important, and achieving financial balance?  What would that mean to you, your family, your business?

Additional Resources


15 Financial Balance Rules

Trying to Get Ahead

What’s in a Number

It’s More Than You Think

Fairy Tale Called Risk = Reward

401(k) Picture

Real Cost of Losing Money

15 vs 30 Year Mortgage

Comprehensive Balance Sheet

Debt vs. Savings - Which Comes First?


For Your Life

For Your Business

Financial Truth

If You Get Sued

If You Get Sick

What LBS Clients Say — Overview

What LBS Clients Say -
Protection First

What LBS Clients Say -
Reduce Debt Testimonial

What LBS Clients Say -
Retirement Strategy

What LBS Clients Say -
Business & Personal Protection

Security Video