Balanced Financial Planning

Financial Services • Kansas City, Missouri, United States • 1-10 Employees

Company overview

Headquarters	Suite 223, Overland Park, KS 66202, US
Phone number	+19136771090
Website	bfplanning.com
NAICS	52
SIC	628
Keywords	Investments, Retirement Planning Strategies, Personal Financial Planning, Fee Only, Insurance Review, Social Security Benefit Analysis, Investment Cash Flow And Withdrawal Planning
Founded	2004
Employees	1-10
Socials

Key Contact at Balanced Financial Planning

Jo Ellen Fritz

President

Balanced Financial Planning Email Formats

Balanced Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@bfplanning.com), used 80% of the time.

Format	Example	Percentage
{first initial}	j@bfplanning.com	80%
{first initial}{second initial}	jo@bfplanning.com	20%

About Balanced Financial Planning

Balanced Financial Planning, Inc. (BFP) is a financial planning and Registered Investment Advisory firm headquartered in Overland Park, Kansas. The firm specializes in providing Fee-Only financial planning services and investment advice to women and families. BFP advisors work solely for their clients: as Fee-Only advisors, all potential conflicts of interest regarding compensation are removed. Balanced Financial Planning follows a fiduciary standard and we act in your best interest at all times. Clients have the flexibility to engage us on either a one-time, as-needed or an ongoing Retainer basis. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Balanced Financial Planning, Inc. can help you along the way. To help you reach your important goals, our services include: • Personal Financial Planning • Financial Organization • Retirement Planning Strategies • Cash Flow Review and Planning • Education Funding Advice • Lump Sum Distribution and 401k Rollover Advice • Social Security Benefit Analysis • Pension Benefit Analysis • Retirement Income and Withdrawal Strategies • Life, Disability and Long Term Care Insurance Needs Analysis • Retainer Services for Ongoing Assistance, Portfolio Management and Plan Implementation Balanced Financial Planning, Inc. offers our Fee-Only services based on the time involved to deliver the services you have engaged us to complete. No commissions. No minimums.

Balanced Financial Planning revenue & valuation

Annual revenue	$18,100,000
Revenue per employee	$3,616,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$57,900,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Balanced Financial Planning has never raised funding before.

Balanced Financial Planning Tech Stack

Discover the technologies and tools that power Balanced Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Modernizr

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reCAPTCHA

Security

Underscore.js

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Drupal

CMS

Google Maps

Maps

Cloudflare

CDN

jQuery

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PHP

Programming languages

HSTS

Security

AddToAny

Widgets

Google Analytics

Analytics

Moment.js

JavaScript libraries

Frequently asked questions

Balanced Financial Planning is located in Kansas City, Missouri, US.

You can reach Balanced Financial Planning at +19136771090.

Balanced Financial Planning was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Balanced Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Balanced Financial Planning

Jo Ellen Fritz

President

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