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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.

Individual Planning

We use uncommon techniques to show you how to protect what you have and grow your wealth.

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Business Planning

Develop strategies that work for both your personal and business life.

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Investment Planning

Guidance to ensure a well-diversified tax advantaged portfolio that lasts throughout retirement.

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Helpful Content

Infographic: Personal Finances Are Like A Game of Golf

Infographic: Personal Finances Are Like A Game of Golf

What do golf and personal finances have in common? A lot of things, but the key is confidence.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

 

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Planning Your Legacy

Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

Business Boosters: Tips for Building a Team

Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.

What Generation Z Employees Really Want

Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past...

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

The Rule of 72

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.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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