Peter Bourg, Ashford Advisors

I serve as a financial resource for individuals, families, and small business owners by helping them achieve financial balance and establish short and long term goals in the areas of savings, insurance, and all aspects of their financial lives. By taking a comprehensive and holistic approach in reviewing each area of their financial picture, I aim to help my clients in the following 5 areas:

1. Accumulating wealth efficiently
2. Protecting wealth and all assets from inflation, lawsuit, taxes, and other economic factors
3. Maintaining flexibility and control in all aspects of their financial lives
4. Optimizing wealth distribution
5. Creating a legacy

Our firm recognizes that most people have never had most of their advisors (CPA, attorney, banker, HR representative, investment specialist, etc.) all sit down together in one room to discuss the best and most efficient decisions that should be made for that individual. Because we understand that the decisions we make today will have a direct impact on the way we make decisions in our financial future, we use a unique online planning platform called The Living Balance Sheet ® to help our clients get financially organized, disprove financial myths, and examine what financial decisions make the most sense for each of our clients on an individual basis.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Ashford Advisors is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors is not a registered investment advisor. • The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2017 Guardian. 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. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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