HomeThe Financial Balance ProcessOur ServicesThe Living Balance SheetPrincipalsLBS LoginStrategic PartnersContact UsIdentity TheftSuggested Reading ListMonthly NewsletterDirections

  Welcome to The Financial Balance Processtm

A unique process designed to create optimal financial balance between your assets, liabilities, protection portfolio, and cash flow management. 


Providing Solutions to Meet Today's Ever-Changing Economy!

In the midst of continuous economic and tax law changes, we help provide solutions to problems and bring innovative ideas to the challenges of economic growth. At Sonstein Financial Group, we  prepare and help you to maximize today's opportunities while providing you with the protection and service you deserve.

Our comprehensive approach looks at the many facets of our clients' financial picture and integrates those elements into a cohesive strategy.  We share proven financial and economic principles to educate you on the fundamental principles of successful financial management.  The Financial Balance Processtm is designed to help you make money decisions that utilize the efficient and effective flow of money between assets.  This helps you obtain increased benefits and/or money supply for your enjoyment. 


 

The information on this site is intended for the residents of NJ, DE ,FL ,NY, PA ,CA, MI.
The agents of Sonstein Financial Group are not licensed to sell insurance in all 50 states.
To find out if an agent is licensed in your state, please contact Amy Sonstein at 856-673-4150.

Securities products and services are offered through Registered Representatives of Park Avenue Securities LLC (PAS) 
2431 Atlantic Ave., Manasquan, NJ 08736, (732) 528-4800. Sonstein Financial Group is not an affiliate or subsidiary of PAS.
PAS is a member FINRA,SIPC. 

The Registered Representative is securities licensed in NJ, PA, CA, FL, NY, MD, DE and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

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.

Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal or investment advice.  Although information has been gathered from sources believed reliable, please note that individual situations may vary, therefore the information should be relied upon when coordinated with individual professional advice.

Neither, Guardian, PAS nor the representative provide legal or tax advice or services. 

FINRA

SIPC

Contact us directly via email!