Bill Olmsted (CA Insurance License #0D94494)
Located in Rockville, MD, Financial Balance Group LLC is a general agency of the Guardian Life Insurance Company of America. Our firm works with individuals, families and businesses across the United States to help build wealth and manage risk/return - to achieve financial balance.
Founded on Protecting Your Most Valuable Asset - Your Income
Our firm was founded over 20 years ago with one purpose - to protect the income of our clients. We believe that your ability to earn an income is your most valuable asset and should be protected before focusing on things like asset allocation and rates of return. What good in planning for retirement if you don't secure your financial ability to get there?
Through our website, DisabilityQuotes.com, we have advised and helped thousands of clients protect their income with disability insurance. We specialize in unique income protection strategies for individuals and business owners.
Over the years, our firm grew to encompass all aspects of financial planning, but we haven't strayed from our roots of making sure that all of our clients protect their todays before looking at their tomorrows.
Organization is the Road to Financial Freedom
We believe that a financial management system and planning process enables client’s to actively make wiser decisions and increases the probability of achieving their goals. We utilize a planning system called The Living Balance Sheet to help clients organize and assess their financial balance.
We look at a clients assets and liabilities, but add in components such as protection and cash flow to ensure that we're considering the whole picture. We have found that many advisors only look at assets and don't provide enough guidance on things like the correct amount or type of life insurance, how to pay off debt, or the impact these things can have on cash flow both now and in retirement.
It is the value of comfort, confidence and overall financial balance that we provide our clients.
To learn more about our firm or meet with a representative, call 888-513-2300 or Contact Us today. For information about working at Financial Balance Group, LLC visit career opportunities.