Mandy Griffin- Strategic Wealth Specialists

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Mandy Griffin- Strategic Wealth Specialists Helping families and businesses protect assets and prepare for the unexpected Registered Representative of Park Avenue Securities LLC (PAS).

OSJ: 1700 Summit Lake Drive, Suite 200, Tallahassee, FL 32317, 850-562-9075. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategic Wealth Specialists, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4149267, AR Insurance License Number - 9123680. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 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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When was the last time you paid yourself first?

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Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

A strategy that can help your retirement go a long way.
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As a business owner, you carry a lot of responsibility. What if something were to happen to you? Would your business survive? Protecting yourself in your personal life can help protect your business in the long term.

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This piece presents an overview of fundamental steps to consider when a loved one passes.
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You should always take advantage of insurance through work but don't let it be the only thing you have!

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
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A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

A family-centered financial plan can help you:✅ Prepare for college costs✅ Plan for retirement (yours and your parents’)...
10/05/2026

A family-centered financial plan can help you:

✅ Prepare for college costs

✅ Plan for retirement (yours and your parents’)

✅ Protect loved ones with insurance

✅ Navigate estate planning and wealth transfer

Financial planning with your whole family can allow you to create, manage, and transfer wealth to benefit everyone

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Metairie, LA
70002

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