A Balanced Approach to Insurance and Investing
Welcome to Financial Balance Group, a financial organization in Rockville, Maryland. We believe that the common approach to financial planning does not work. Instead of increasing risk by chasing a rate of return, we strive to help build your future by protecting what you have, and then use tried and true products and strategies to minimize taxes, risk, and enhance wealth.
Our professionals have decades of experience in helping you prepare for retirement, college planning, insurance planning, or just getting, and staying, financially organized so that you can make clear decisions.
We use uncommon techniques to show you how to protect what you have and grow your wealth.Learn More
Develop strategies that work for both your personal and business life.Learn More
Guidance to ensure a well-diversified tax advantaged portfolio that lasts throughout retirement.Learn More
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
However exciting retiring abroad may sound, it deserves considerable planning.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
An inside look at how marginal income tax brackets work.
Here’s a guide to explain all the parts of Medicare.
What’s the hottest table in economy town? Need a hint? Check the Personal Income and Spending Report
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Investors seeking world investments can choose between global and international funds. What's the difference?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Are you ready for retirement? Here are five words you should consider.
There are hundreds of ETFs available. Should you invest in them?
There’s an alarming difference between perception and reality for current and future retirees.
Pundits say a lot of things about the markets. Let's see if you can keep up.