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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.

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