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
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
If the recent COVID-19 crisis has you feeling a little overwhelmed about retirement, you’re not alone. Uncertainty leading to global market volatility can seem alarming when it comes to your retirement accounts, but it doesn’t have to be.
While this may feel like a golden age for the LGBTQ community—with the affirmation of marriage equality and a cultural shift embracing diversity—these successes may distract...
In a good economy, smart business owners know that a benefits package needs to fan a candidate’s excitement for joining...
Lifestyle considerations in creating your retirement portfolio.
Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.
Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
What does your home really cost?
Here’s a quick guide to checking to see if you have unclaimed money.
That big list of dreams and goals isn't the only way to look at your bucket list.
Make your retirement as exciting as your next vacation.
Disability happens to more people, more often than you may think, and it lasts longer, too.