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The Tailored Retirement approach organizes and aligns your financial plan with your best life.

TAILORED PLANS FOR INTENTIONAL LIVING

While many practices deal primarily with your investments, insurance, and banking requirements, we take a broader, more comprehensive view of your finances. It starts with a personalized conversation where we’ll discuss your retirement needs, covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy.

Balance Wealth Partners offers wealth management designed to make your life easier and more rewarding. We break retirement down step-by-step, and can help you take the uncertainty out of planning for the future.  

Here are the 6 key areas we focus on together:

  1. Cash Flow and Net Worth Planning
    1. Net Worth
    2. Managing Cash Flow
    3. Liquidity
    4. Liabilities
    5. Home Purchase

  2. Protection Planning
    1. Life Insurance Needs Analysis
    2. Income Protection Planning
    3. Long-Term Care Coverage Options
    4. Health Insurance in Retirement
    5. Auto, Home, and Personal Liability
    6. Business Liability Coverage Workplace Benefits

  3. Investment Planning
    1. Invest for Education
    2. Save for Retirement
    3. Investment Analysis and Valuation
    4. Asset Allocation and Strategy
    5. Diversification
    6. Risk Management Economic Concepts

  4. Tax Planning Strategies
    1. Strategies for Managing Federal and State Taxes
    2. Understanding Alternative Minimum Tax (AMT)
    3. Tax Considerations - Today and In the Future
    4. Strategies for Managing Timing of Income or Deductions
    5. Capital Gains Management Strategies

  5. Retirement Planning
    1. Define Outlook and Goals for Retirement
    2. Governments Programs - Social Security, Pensions
    3. Future Healthcare Needs
    4. Employer Provided Programs -  401 (K), Deferred Compensation, Etc.
    5. Distribution Options & Strategies
    6. Required Minimum Distribution Planning
    7. Sustainability of Retirement Income

  6. Estate Planning Strategies
    1. Beneficiary Designations and Property Titling
    2. Work with your attorneys on Wills, Power of Attorney, and Trusts strategies
    3. Planning for Family, Charity, Community
    4. Incapacity Planning


Want to know what to expect when we start a relationship?

Click here to download our Client Service Guide.

Want to know more about our investment philosophy?

Click here to download our Investing Guide.


Questions? Contact us today.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.