Chat With Pros
College Planning 101
Gautam M. Pai, CWS®, AIF® discusses how parents and students can best prepare for college with Andrew and Jackie Zahuranec, owners of Class 101 Cleveland. The team at Class 101 helps families navigate the college planning process to help students get into a great college at a price their family can afford. You can learn more at the Class 101 Website.
Navigating the Road to College
Our second video on preparing for college features Brian P. O'Connor from Putnam Investments on the critical need for planning for your child's college education. Brian has had a long career in financial planning and is a great partner with us at Balanced Financial Concepts. You can learn more about financial planning topics at our website’s Resource Library.
End-of-Life Coaching
This video features a conversation with Kacie Gikonyo. Kacie is the CEO and Founder of End of Life Coaching with Kacie. She is an RN, Death Doula, and Death Educator. Kacie provides physical, spiritual and emotional support to individuals and their loved ones as they navigate the end of life. You can learn more at her website: Coaching with Kacie.
Understanding Life Insurance
Gautam welcomes J.L. Thomas & Company agent Paul Shepherd as they dive into a crucial aspect of financial planning: life insurance. In this video, we'll explore what life insurance is, why it's important, and how you can integrate it into your overall financial strategy. So, let's get started on this journey to securing your financial well-being!
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At Balanced Financial Concepts, we take a relational approach to help clients thrive in their life and legacy.
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Our unbiased advisors genuinely love to help clients, educating and helping them create a balanced plan.
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Are you ready to gain balance in your financial life? Reach out to our firm to learn how we can help you.