744 W. Lancaster Avenue . Suite 235 . Wayne . PA 19087   I   Phone: 610.293.8300   I   Fax: 610.293.8399
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Our Portfolio of Services
Personal Planning Services
Education Funding Strategies
Wealth Conservation
Wealth Maximization Strategies
The Living Balance Sheet®

Investment Planning – Through Park Avenue Securities LLC (PAS)*
Asset Management Services*
Investment Advisory Services
Full Service Brokerage Capabilities: 
Stocks, Bonds, Mutual Funds, Options, Variable Annuities

Retirement Planning
Personal Retirement Planning Design & Services
Tax Sheltered Annuities
Retirement Income and Distribution Strategies
Coordination of Employer and Personal Retirement

Charitable and Philanthropic Planning
Legacy Planning
Charitable Gifts - Tax Treatment 

Corporate Services
Business & Estate Planning
Buy-Sell Funding
Business Continuation
Succession Planning
Exit Planning
Key Person Protection
Business Overhead Expense Protection
Business Loan Protection
Salary Continuation Alternatives
Commercial Property/Casualty Protection
Business Retirement Plan Design & Services

Employee Benefits
Group Medical Insurance
Group Life Insurance
Group Disability Income Insurance
Group Dental Insurance
Cafeteria Plans
401(k) Plans
Qualified Pension/Profit Sharing Plans
* Individual health insurance products or services are not offered by Guardian.
* Guardian does not offer Property & Casualty insurance products or services.
Risk Management
Life Insurance
Disability Income Insurance
Long Term Care Insurance
Health Insurance
Personal Property/Casualty Protection
Retirement Contribution Protection

Estate Planning
Estate Tax Planning
Trust Planning Services
Business Succession Planning 
Legacy Planning
Special Needs Planning for Your Estate

Executive Compensation
Deferred Compensation
Executive Bonus Plans
Defined Benefit Plans
Long Term Care Insurance
Split Dollar Plans

Employer – Provided Retirement Plans
401(k) Plans
Profit Sharing Plans
Defined Benefit Plans
Fully Insured 412(e)(3) Plans
(formerly 412(i) Plans)
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© 2016 Devon Financial Partners . 744 W. Lancaster Avenue . Suite 235 . Wayne . PA 19087
Devon Financial Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRASIPC. OSJ:744 West Lancaster Avenue Devon Square Two, Suite 235 Wayne, PA 19087 PAS is an indirect, wholly-owned subsidiary of Guardian. Devon Financial Partners is not an affiliate or subsidiary of PAS or Guardian. The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2016 Guardian Important Disclosures 2016-20115 Exp 3/18 
This Material is Intended For General Public Use. By providing this material, Guardian is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.