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
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Learn a little about worldwide currency in this fun infographic
Can money buy happiness? Discover spending habits that can increase your satisfaction today and throughout your retirement.
Even if you’re young and single, you should still consider protecting yourself.
Make the gig economy work for you.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
Do you know how to set up your financial goals for success? This knight does.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How will you weather the ups and downs of the business cycle?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you have causes that you want to support with donations? Here are three tips.