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Lead With Planning

August 24, 2021

Many of you know that my dad started Balanced Financial Concepts in 1987.  If you haven't heard The American Dream story,  READ IT HERE

I joined the firm in 2009 and quickly began to learn how to provide customized financial guidance to individuals and families.  I am grateful to the Cetera Wealth Management Training team for all they have provided to our firm in making planning the centerpiece of our practice.  

We are also grateful for the article they wrote about Balanced Financial Concepts and how "We Now Lead with Planning".  I hope you take a few moments to read it and let us know your thoughts!