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
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 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?
Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right?
Congratulations, you’re ready to commit. Perhaps you now share keys to the same front door or there’s a ring in your future.
How much could you save now and in the long-term?
Financial acronyms you should know.
It's important to make sure your retirement strategy anticipates health-care expenses.
Put measures in place to help you replace a portion of your income if the unexpected happens.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
How federal estate taxes work, plus estate management documents and tactics.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Bucket lists don’t have to be for tomorrow.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Why are 401(k) plans, annuities, and IRAs so popular?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.