The Living Balance Sheet (LBS)

The Living Balance Sheet Access:

LBS Login

Contact

Office: (858) 335-4945

Office: (909) 307-4945

5405 Morehouse Drive

Suite 245

San Diego, CA 92121

CA Life and Health, Series 7, 6, 63, 65

BStevens@BAS-Financial.com

Park Avenue Securities Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

BAS Financial | San Diego Wealth Coordination 5405 Morehouse Drive, Suite 245 San Diego, CA 92121 Serving clients across San Diego, La Jolla, and the Inland Empire. (858) 335-4945

This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Securities products and advisory services offered through through Park Avenue Securities LLC (PAS), member, FINRA, SIPC. OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Bradly Stevens, CA Insurance License #0F60819. BAS Financial is not an affiliate or subsidiary of PAS or Guardian.

This Forbes award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professionals List 2024 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.

Important Disclosures | Terms of Use | Privacy Statement

8479257.1 Exp 10.27