Financial Balance Wealth Management
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We help our clients worry less about their finances so they can spend more time doing the things they enjoy. Let us help you live life in balance!
Financial Services Include:
• Retirement Planning
• Management of IRA, Roth IRA, IRA Rollover, and
Non-Retirement Accounts
• Account Diversification Strategies
• Income Planning
• Annuities
• Long Term Care Planning
• Education Planning
• Life Insurance
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). www.finra.org www.sipc.org
Third party posts found on this page do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
10/28/2024
Congratulations, Julia J. Smith, on winning the 2024 Five Star Wealth Manager award for the ninth consecutive year! This recognition is a testament to your dedication and commitment to your clients. Being acknowledged in 5280 Magazine alongside such an outstanding group of investment professionals is a remarkable achievement. Well done on this honor, and here's to continued success in the future!
06/20/2024
Summer 1.png 6.20.24
06/16/2024
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05/12/2024
Mother's Day 5.12.24
05/03/2024
In honor of National Space Day, share a fun fact about outer space below! 🪐💫🌎🌠
04/07/2024
4 Financial Mistakes to Avoid this Spring
4 Financial Mistakes to Avoid this Spring | Financial Balance Wealth Management Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year.
04/03/2024
April is National Social Security Month—Know your estimated number? It’s never too soon to take a look at your Social Security retirement benefits. Understanding your number is crucial to your retirement planning. We help people understand their Social Security retirement benefits so they can choose their optimal filing strategy!
When Can You Start Collecting Social Security? The earliest you can start receiving retirement benefits is age 62. The soonest you can apply is when you reach 61 years and 9 months of age.
03/31/2024
Easter 3.31.24
03/19/2024
Happy First Day of Spring 3.19.24
03/17/2024
St. Patrick's Day 3.17.24
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Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
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