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.
Learn MoreBusiness Planning
Develop strategies that work for both your personal and business life.
Learn MoreInvestment Planning
Guidance to ensure a well-diversified tax advantaged portfolio that lasts throughout retirement.
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The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
6 Tips on Ways to Spend Your Money for Happiness
Can money buy happiness? Discover spending habits that can increase your satisfaction today and throughout your retirement.
Business Boosters: How to Exit Your Business Successfully
Every business owner needs a plan to exit their business in a way that helps prepare them and the business.
Infographic: Life Insurance: The Basics
A reassurance that you can live life to its fullest, knowing your family will be financially protected when you pass away.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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.
Uncommon Knowledge for Your Life
See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Don’t Myth Out on Whole Life
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Rightsizing for Retirement
What does your home really cost?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.