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Passing a business on to the next generation requires the cooperation of family members, advisors and key employees. We can help you coordinate a succession planning team and create a clearly documented plan to ensure a smooth transition.

This website is intended for general public use and is for education purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation.


Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1166 Quail Court, Suite 100, Pewaukee, WI 53072, (262) 746-9270.


PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Financial Design Group, Inc is not an affiliate or subsidiary of PAS or Guardian.


This material is intended for general 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.


AK insurance license - 78412, FL insurance license - P100903


2021-122552 Exp. 6/23


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