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Building and protecting your wealth is a job that spans a lifetime. The Living Balance Sheet® is an adaptable, always evolving solution that will be there every step of the way.

Sonstein Financial Group is an authorized user of The Living Balance Sheet®, an electronic wealth organizational platform that provides a wide-angle view of your financial world and enables us to stress test your current financial approach. Gain insight and clarity on your complete current financial picture, which when coupled with our professional experience, will allow you to make well-informed personal and business decisions and take appropriate actions to achieve your desired results.

Just imagine 24 / 7 Web Access to your Critical Financial Information! 

Click here to watch our presentation on The Living Balance Sheet®

Business Owners: Your Business - Your Life

Click here to watch our presentation of The Living Balance Sheet® tailored to your unique challanges and successes.