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 financi