Devon Financial Partners l Plan, Protect, Prosper l http://www.devon-financial.com

744 W. Lancaster Avenue . Suite 235 . Wayne . PA 19087 I Phone: 610.293.8300 I Fax: 610.293.8399

Business & Estate Planning

Business Planning

Implementing the right business strategies means you are more likely to be free of worries and able to concentrate on your business goals and dreams.

Whether you are looking for insurance, retirement products and services or investments, part of what you'll need to consider will be uplifting — like rewarding your employees and top executives with benefits and bonuses. And, part of what you'll need to manage is the unexpected — like maintaining business continuity during a disability of yourself or one of your employees, or upon the death of a business partner.

Estate Planning

Many individuals put off planning their estate.

For some, this is due to the misconception that estate planning is only necessary for the wealthy or only involves tax planning, which can be done "later." For others, it's because they simply have a difficult time contemplating their own death—a perfectly natural reaction. Yet, it is important to recognize that regardless of these issues, solidifying the future of your family is probably high on your list of priorities.

That's why a well-structured estate plan is invaluable. Through it, you can control the distribution of your assets and possessions during your lifetime and after your death, as well as name guardians for your children or plan care for other dependents.

Financial Representative of The Guardian Life Insurance Company of America, New York, NY. The Information on this site is intended for the residents of Connecticut (CT), Delaware (DE), Florida (FL), Massachusetts (MA), New Jersey (NJ), New York (NY), and Pennsylvania (PA). The financial representatives of Devon Financial Associates LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Colleen Marzella at 610-293-8304.

Securities products and services are offered through Registered Representatives of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004, 1-888-600-4667. Devon Financial Associates, LLC is not an affiliate or subsidiary of PAS.

PAS is a member FINRA & SIPC. (www.finra.org)

Registered Representatives are securities licensed in Connecticut (CT), Delaware (DE),Florida (FL), Massachusetts (MA), New Jersey (NJ), New York (NY), and Pennsylvania (PA) and is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

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.

Individual health insurance products or services are not offered by Guardian. Property and Casualty insurance products or services are not offered by Guardian.

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. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. © Copyright 2005-2011, The Guardian Life Insurance Company of America.

Links to other sites are for your convenience in locating related information and services. This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Although this Agency, Guardian and PAS believe that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, this Agency, Guardian and PAS expressly disclaim any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites. This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.

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