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
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
De-stress money management in your household with a systematic approach.
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
Women in financial services are some of the most progressive women in the world.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Tips on insuring your teen driver.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Even low inflation rates can pose a threat to investment returns.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
If you died, what would happen to your email archives, social profiles and online accounts?