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Let us focus on tomorrow so you can focus on today.

 

Balance is Key.

People strive to find balance is all aspects of life.  To achieve balance, one must have direction and discipline along with some guidance and accountability.

Balanced Financial Services wants to balance our 30+ years experience in financial planning with your personal financial goals to achieve an individualized plan.  Whether you are needing guidance as a "DYI-er" or a full fledge plan for your business or family, we have time for you. 

About Us

Independent Financial Planners backed by a network of nationwide strategic partners

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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.

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Our 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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Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.

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Are You Saving As Much As You Can?

Submitted by Balanced Financial Concepts, Solon, Ohio on January 8th, 2021

The importance of having a savings plan can’t be stressed enough. Women have an even greater need than men to begin saving as much as they can early in their careers, since they have a longer lifespan than men1 and typically earn less over their lifetimes2.

Tags:
  • financial planning
  • planning
  • savings
  • Read more

Eight Financial Terms You Need to Know

Submitted by Balanced Financial Concepts, Solon, Ohio on January 4th, 2021

As you start out in life, your finances can seem overwhelming. How can you start saving money? Taking out loans? Financing a house? Before you can set attainable goals for yourself, you have to have a solid understanding of some basic financial terms. That's where we can help.

With the start of a new year, let’s review some of the basics.

Tags:
  • 2021
  • budgeting
  • financial planning
  • planning
  • retirement
  • taxes
  • Read more

How to Build a Realistic Budget and Stick with it

Submitted by Balanced Financial Concepts, Solon, Ohio on January 4th, 2021

At the core of any successful financial enterprise, be it a household or a business, is a sound and effective budget plan that is used to drive all cash flow decisions, large and small, on a daily basis.

Tags:
  • budgeting
  • financial planning
  • planning
  • Read more

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  • 30505 Bainbridge Road, Suite 160, Solon, Ohio 44139 United States

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