Customized Communications

We’ll establish customized communication methods to address your need for information. Our Fetch Financial Hub gives you on-demand access to all your accounts in one centralized place. We’ll also schedule meetings and updates based on your requirements, not ours. Because we’re here to help you live confidently and to do that, you need to be able to access information when and how you want.

Comprehensive Planning

At Balance Wealth Partners, planning for life means planning for all of life. This means managing risk with insurance. Leaving a legacy with estate planning. Supporting causes you care about with charitable giving. Managing money wisely with budgeting and planning. And, of course, preparing for retirement with saving and investing. We look at the big picture and plan for everything. Because leaving even one element of life unplanned can throw everything else out of balance. And that’s unacceptable.

Precise Products

When you work with large investment firms, you typically only have access to their proprietary financial products. For example, their annuities, their life insurance policies, and their investment products. But Balance Wealth Partners is independent, which means we can go out into the broader marketplace and find the exact products and services that fit your plan and can help you achieve your goals. 

Professional Team

Comprehensive financial planning requires more than just a financial advisor. You’ll likely need the services of an attorney, accountant and possibly some other skilled professionals as well. If you already have other professionals you consult with, we’ll gladly work with them. If not, we can recommend experienced, respected professionals and also coordinate and cooperate with them on your behalf.

Ongoing Evaluation

Over the years, your life will change in ways you never imagined. Like they say, expect the unexpected. This means over the years, your financial plan will change, too. And we’ll be by your side every step of the way. In fact, as we work together, we’ll regularly re-evaluate your situation, your goals and your plan to make sure you’re ready for whatever life throws your way and you’re always on course to reach your desired destination.