Janel Kalish, CFP at Third Coast Advisors

Janel Kalish, CFP at Third Coast Advisors Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1166 QUAIL CT., SUITE 100, PEWAUKEE WI, 53072, 262-7469270.

I’m a wealth management advisor primarily helping women in business streamline their finances, so they can focus on what they do best and feel confident and educated about their own financial future. Securities products and advisory services offered through PAS, member FINRA, SIPC. Third Coast Advisors is not an affiliate or subsidiary of PAS or Guardian. Third Coast Advisors is not registered in

any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. 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.

This program provides a professional review of your existing buy-sell agreement and makes recommendations based on your ...
09/02/2026

This program provides a professional review of your existing buy-sell agreement and makes recommendations based on your current business needs and situation.

A professional buy-sell agreement review with customized recommendations.

One simply protects, the other may also build wealth. Most people choose without understanding how Term vs Whole Life ac...
09/01/2026

One simply protects, the other may also build wealth. Most people choose without understanding how Term vs Whole Life actually works. Here is what you need to know.

Giving thanks may also have a positive effect on finances. Find out how starting a gratitude practice can boost your hap...
09/01/2026

Giving thanks may also have a positive effect on finances. Find out how starting a gratitude practice can boost your happiness and your financial health

Gratitude may play a part in the relationship between mental and financial wellness

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
08/31/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

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 an...

08/29/2026
A strategy that can help your retirement go a long way.
08/28/2026

A strategy that can help your retirement go a long way.

10 tips that can head-off marriage money problems.
08/27/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

LLC incorporation can help protect you from personal liability, but it’s not impenetrable. What can you do to strengthen...
08/26/2026

LLC incorporation can help protect you from personal liability, but it’s not impenetrable. What can you do to strengthen your LLC firewall? Let’s chat.

LLC's are a powerful way to segregate your personal assets from your business, but the protection is not limitless

Small business owners often pride themselves on doing things themselves.But a recent report found that among business ow...
08/26/2026

Small business owners often pride themselves on doing things themselves.

But a recent report found that among business owners with high financial health, 70% rely on a financial advisor.

Guidance still matters when the stakes are retirement, family wealth, and business continuity.

Explore the findings: https://www.guardianlife.com/reports/financial-fitness/small-business-brief

This piece presents an overview of fundamental steps to consider when a loved one passes.
08/25/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

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8010 Excelsior Drive , Suite 200
Madison, WI
53717

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