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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.

Individual Planning

We use uncommon techniques to show you how to protect what you have and grow your wealth.

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Business Planning

Develop strategies that work for both your personal and business life.

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Investment Planning

Guidance to ensure a well-diversified tax advantaged portfolio that lasts throughout retirement.

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Helpful Content

How to Read Your Credit Report

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

The 12 Steps to Living Confidently: How to Cut Your Expenses

The 12 Steps to Living Confidently: How to Cut Your Expenses

The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.

What Do Fine Wine and Financial Planning Have in Common?

What Do Fine Wine and Financial Planning Have in Common?

Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right?

 

Take the Stage: Commitment and the Money Conversation

Congratulations, you’re ready to commit. Perhaps you now share keys to the same front door or there’s a ring in your future.

Millennials and Savings

How much could you save now and in the long-term?

What Does That Mean? IDK

Financial acronyms you should know.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

The Big Little Things: 5 Easy Ways to Protect Your Money

Put measures in place to help you replace a portion of your income if the unexpected happens.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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