Insurance and Financial Planning Firm | Financial Balance Group

Welcome to Financial Balance Group, LLC

Since 1983, our firm has provided insurance, investments and financial services to individuals, families and businesses nationwide.

At Financial Balance Group, our goal is to work together with our clients toward reaching their personal objectives and achieving financial balance. With a comprehensive understanding of their finances, our representatives help to develop, implement and maintain long-term strategies to maximize wealth, reduce liabilities and effectively manage cash flows while protecting against life’s unexpected events. Many of our clients are individuals and families with a need to further evaluate their current insurance , investment strategies , and retirement planning needs.

We believe that a comprehensive understanding of your finances enables you to make better financial decisions for your future. Sign Up today or call 888-513-2300 for an interview with one of our financial representatives.

Getting Started with Financial Balance Group

Your complimentary initial consultation will provide clarity of our unique process and how we assist our clients in achieving financial balance.

In order to truly provide value, we believe it is critical to have a clear understanding of your BIG picture through our data gathering process.

After analyzing your current financial position, we’ll develop recommendations and strategies to effectively address your needs and achieve your objectives.

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Registered Representative of Park Avenue Securities LLC (PAS), 1355 Piccard Drive, Suite 380 Rockville, MD 20850 Securities products and services offered through PAS, 240-683-9700.
Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Financial Balance Group is not an affiliate or subsidiary of PAS or Guardian.
The financial representatives of Financial Balance Group, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Steve Crawford at 240-683-9700.
Disability income insurance underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state. Neither Guardian nor its subsidiaries issue Long Term Care Insurance.
The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. © 2005-2012, The Guardian Life Insurance Company of America
The information or opinions contained in this internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside. Links to other sites are for your convenience in locating related information and services. This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Although this Agency, Guardian and PAS believe that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, this Agency, Guardian and PAS expressly disclaim any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites. This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.
The Living Balance Sheet® displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feeds from the client's financial institutions. Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time. Guardian, its subsidiaries, agents and employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
PAS is a member FINRA, SIPC.