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Balance is Key.
People strive to find balance in all aspects of life. To achieve balance, one must have discipline and direction along with some guidance or accountability.
Balanced Financial Concepts wants to balance our 30+ years’ experience in financial planning with your personal financial goals to create an individualized plan. Whether that is just guidance to the “DIYer” or a full financial plan to an individual or business; we have time for you.
Let us focus on tomorrow so you can focus on today.
Our Philosophy
Balanced Financial Concepts (BFC) was founded in 1987 on the idea that a financial advisor should be truly independent. As an independent financial services firm, we have the ability to make decisions based on what’s best for you.
MoreOur Mission
For over 30 years, we have been in the business of working with individuals and families with the end goal of helping our clients have the financial strength and independence to live the lives they have envisioned for themselves.
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