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
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
For many, retirement includes contributing their time and talents to an organization in need.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Reduce your tax liability in retirement.
It turns out Mom really did know best when she laid down essential truths to live by.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
At what point can you call a personal vehicle commercial?
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here’s a crash course on saving for college.
How do the markets usually react to elections? Was the 2016 election any different?
Here are five facts about Social Security that might surprise you.
When do you need a will? The answer is easy: Right Now.
When should you take your Social Security benefit?