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
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
Donation is on people’s minds around tax season.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Protect yourself against the damage that your homeowners policy doesn’t cover.
A letter of instruction provides additional and more personal information regarding your estate.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
There are things about Social Security that might surprise you.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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.
How federal estate taxes work, plus estate management documents and tactics.
Bucket lists don’t have to be for tomorrow.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The decision whether to buy or rent a home may have long-term implications.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.