Broker Check

Frequently Asked Questions

Finding Tax Docs in AdviceWorks

AdviceWorks gives you a holistic view of your finances, helping you keep track of your financial goals and your progress toward them, while fostering seamless collaboration between us—whether you’re at home, at work, or on the go. This web-based platform helps you quickly view all your financial accounts in one place, share important information, and measure your progress in real time— all from a single log in.  

You can even find your year end tax documents in AdviceWorks.  Watch the video below to learn how.

We have a passion for what we do for our clients and what we can do for you

The best measure of our team is the confidence shown by our clients in the form of a referral. We understand you have questions; below are some of the most common ones along with our answers.  

What makes you different?

Three important areas: 1) we deliver on the service we promise, 2) we approach real concerns with practical solutions and 3) a quality team that works together to give you a better experience. An innovative and logical approach, a committed team and consistent delivery of a disciplined service works in tandem with an Advisor who is committed to your success and determined to find solutions for you and those you are responsible for.

Why have we not heard of your firm?

Balanced Financial Concepts is a part of the trusted independent financial advice industry. Some Advisers prefer being independent. With hundreds of businesses in our community, it isn't likely you have heard of many firms beyond the big national firms that once dominated the financial industry. Our firm went independent in 1987, providing trusted advice for over 25 years.

How "together" do we need to be?

Our clients range widely in financial experience, vision and degree of organization; we can offer you a customized solution based on your unique needs. We are a judgment-free firm; our role is to help you get where you are going, from wherever you are.

Are we "big enough fish" for a firm like yours?

Here is where we set ourselves apart at Balanced Financial Concepts. We do not believe in a minimum account size. We have solutions that fit those people who our clients think enough of to refer to our firm. Our clients range up and down the financial spectrum. If you're serious about working with us, we're serious about working with you. We look forward to an opportunity to explore together.

Is there a charge for an introductory meeting?

There is never a charge for an introductory meeting. We make a sincere effort to see that your time spent during our introductory meeting is valuable whether you engage our firm or not. This could be the start of a long-term relationship and we want to make sure that we start on the right foot.

What if it doesn't seem like a good fit?

We are as concerned about fit as you are. If we give you enough insight to make an informed decision and you decide not to engage our team, we trust that is the best decision. No hard feelings, no expectations or disappointment, only regret if we don't get the chance to find out if we are the firm for you.

What if it does seem like a good fit?

On the other hand, if we decide together that there is truly a fit and Balanced Financial Concepts fits into your world, we will carve out our path forward and determine next steps accordingly.

Can we afford a firm like Balanced Financial Concepts?

First, you will be surprised how affordable our services are when compared with offerings from less capable firms. Then when you consider the importance of the decision, it seems more costly not to hire competency and experience. Our firm pricing is very competitive and fully disclosed at our first meeting.

Much of our investment management is with an Adviser-Directed Fee-based Account for simplicity and flexibility. However, in some cases, it may be in your best interest to utilize retail solutions instead; you will be given full details at our first meeting.

We are working with another firm now; can we be sure our introduction will be kept confidential?

We take confidentiality very seriously. It is an important matter and you can fully rely on us to keep every detail confidential and discreet.

Do you provide Second Opinions?

Absolutely. We would be happy to review what you currently have and let you know whether or not we feel you are on the right track.

The team at Balanced Financial Concepts truly hopes some of these answers are helpful. We know that your financial decisions are important to you, as they are important to us. We are serious about making a difference, why settle for less? Or not knowing? Your future is your choice... choose Balanced Financial Concepts.

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