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
Who's On Your Financial Dream Team?
On a team, all players count, but some key positions are more critical to success.
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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.
There are good ways to retire and bad ways to retire. Retire the right way by better understanding Social Security.
Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.
Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past...
Approximately 20% of U.S. adults have a disability, according to the CDC.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
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?
Disability happens to more people, more often than you may think, and it lasts longer, too.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Do you have causes that you want to support with donations?
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Bucket lists don’t have to be for tomorrow.