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About Balanced Plan Financial

Bringing Balance to One-Dimensional Financial Thinking Oftentimes we find that our clients have a one-dimensional view with regard to financial planning. Perhaps all of their energy is put toward finding the best investment allocation, or making sure all their savings are in tax deferred accounts, or maybe they're just so consumed with their own business that they haven't done any planning at all. Regardless, what we know is that financial planning has many facets to consider, and usually there are tradeoffs between liquidity and tax benefits, growth and risk, flexibility and asset protection. Our commitment to clients is to help them understand these delicate balancing acts and to build a program tailored for their unique situation. Unlike most financial planners, we at Balanced Plan Financial fully understand that a business owner’s best rate of return will almost always come from within their business. There they have more access, knowledge, and control than they do with the financial markets. That said, we specialize in engineering strategies that put a strong emphasis on principal protection, tax efficiency, and layers of asset protection while keeping the owner’s eventual business exit strategy in mind. The business is the engine that fuels the owner’s wealth building. However, we often find the majority of their wealth is concentrated inside their business, where most of the risk also resides. We encourage our entrepreneur clients to create a level of separation and to take some winnings off the table to bolster their personal balance sheet. We work with our clients to discover what living a wealthy life means to them, not just in retirement, but today. Since many of our clients’ financial goals will come long before retirement, we show clients how certain blends of products and strategies can complement each other to create an optimal balance for their near and long-term goals.

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