Broker Check
Student Loan Protection The Long Run: Women and Retirement Don’t Myth Out on Whole Life

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.

Learn More

Business Planning

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

Learn More

Investment Planning

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

Learn More

Helpful Content

Retirement Savings Essentials in your 30s

Retirement Savings Essentials in your 30s

Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.

How Helping Charities Helps You

How Helping Charities Helps You

Donation is on people’s minds around tax season.

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

 

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

9 Facts About Social Security

There are things about Social Security that might surprise you.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

4 Easy Ways to Turn the Next Generation into Savvy Savers

In times like these—nearly a decade after the Great Recession and in the midst of the current crisis—teaching your kids the value of a dollar is more critical than ever.

View all articles arrow

Principles of Preserving Wealth

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

View all presentations arrow

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Independence of Financial and Emotional Well-Being

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

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

View all videos arrow