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
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Be My Beneficiary
Financial planning for couples.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Understanding how a stock works is key to understanding your investments.
These four essential steps can help to increase your financial confidence for the year ahead.
Women in financial services are some of the most progressive women in the world.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a quick guide to checking to see if you have unclaimed money.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.