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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

Is it Too Late to Plan for Retirement?

Is it Too Late to Plan for Retirement?

These financial strategies can get you on track even if it feels too late to plan for retirement.

Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

 

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.

What Does That Mean? IDK

Financial acronyms you should know.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The Next Gig Thing

Make the gig economy work for you.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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Principles of Preserving Wealth

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

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

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.

Surprise! You’ve Got Money!

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

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