Skip to main content

 

Access Your Account    NetXInvestor

  • Home
  • Who We Are
  • What We Do
  • Community
  • Resources 
    • Video Library
    • Retire Wise
    • FAQ
    • Events
    • Disclosures
  • Blog
  • Contact

 

 

    You are here

  1. Home
  2. About Balanced Financial Concepts

About Balanced Financial Concepts

Balance is the key to leading a fulfilling life. Just as in life, balance is critical to building a confident financial future and enjoying a comfortable retirement.

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. Being independent means that we believe in partnering with our clients to determine what is and isn’t a good fit for them–and by doing so we can truly align ourselves with clients’ goals. 

 

 
 

                                                                  

 

Our Process

One size fits all? Hardly.

First, we begin with the end in mind. (Thank you, Stephen Covey.*) Where do you want to be 1 year from now? 5 years from now? 10 years from now? Your situation and vision are as unique as you are. And your financial path should be too.

Do you know why you own the investments you do and the role each plays in your financial picture?

This is your money, so we make sure you understand your portfolio, the strategy in place and how it intends to accomplish your goals. We carve out a path forward and help you maintain the discipline required to follow it, serving as your coaches along the way.

*7 Habits of Highly Effective People, Stephen R. Covey.                                                                                                                                      

Your Team

 

 

Gautam M. Pai, CWS®, AIF®
Financial Advisor
Mukund G. Pai
Registered Representative

 

Carrie Vitale
Client Service Specialist
Fanitta R. Ballard
Client Service Administrator
Kym Lunardi
Executive Assistant
  • Home
  • About
  • Resources
  • Tell a friend
  • Contact
  • Sitemap
  • 30505 Bainbridge Road, Suite 160, Solon, Ohio 44139 United States

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Online Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing

 

© 2019 Balanced Financial Concepts LLC. All rights reserved.

Website Design For Financial Services Professionals