Services and Costs

Choose Balance

As a corporate executive, you’ve put in long hours, hard work, and dedication. Not understanding your executive benefits or lacking the time to manage your finances makes it all too easy to feel uncertain about your future and burn the candle at both ends. We can help your finances make sense to you and create a strategy that allows you to feel confident about your financial plan.

Building relationships is central to everything we do at Balanced Wealth Group. We start the process of helping you find balance by learning what freedom in your life means to you and creating a plan centered around the life you want to live. We are committed to always doing the right thing by putting your needs and goals first and empowering you to take steps that will ultimately reduce stress, alleviate worry, and enable you to enjoy the fruits of your labor right now.

Balanced Personalized Planning

Choose what works for you. We can help you balance short-term, long-term, and life goals through holistic financial planning services and niche planning services for executives and professionals.

Standard Financial Planning & Investment Management

AUM - .50% - 2.0%
other planning fees may apply

Executive Financial Planning & Investment Management

AUM .50% - 2.0%
other planning fees may apply

The Following Services are Offered as Part of Our Personalized Planning

Standard Planning

Major Purchase
Education Planning
Retirement Planning
Estate Planning
Covering Your Essentials
Debt Management
Employee Benefits
Tax Planning
Preparing for the Unexpected

Coordination with Outside Professionals

We collaborate with attorneys and accountants to make sure your executive compensation strategy is positioned to help you reduce taxes and that your estate planning needs are completely taken care of. You can rest easy, knowing that a team of professionals is helping you cover all of the bases.

Executive Benefits

We help you get the most out of your company benefits, including managing the forms and deadlines associated with severance pay, navigating pension elections and deferred compensation choices, timing your income taxes and ensuring you’re withholding enough, and strategically dispersing your severance pay according to your needs and goals.

Stock Options

We start by identifying the financial goals you want to fund through your executive benefits. From there, we review restricted stock and options, weighing them against your risk tolerance and portfolio. We analyze stock performance, create an employee stock purchasing strategy, including recommendations on when to sell or hold, review expiring shares, and help you limit your tax liability, all within the framework of your personal goals.

Retirement Income & Tax Planning

We help you identify long- and short-term goals, navigate your unique retirement planning challenges, and find balance between your personal and professional financial goals.

Advanced Estate, Legacy, & Multigenerational Planning & Gifting

We take a holistic look at your overall finances, goals, and values to help you reduce taxes and find balance between estate planning details like wills, trusts, and beneficiaries with family values and long-term financial strategies to preserve multigenerational wealth.

What to Expect from Our Personalized Planning

After we help you identify your priorities and gain a holistic perspective of your finances in our first visit and help you implement our recommendations in phase one, we meet with you for 2-4 preset visits per year. We’ll help you monitor and analyze the effectiveness of your strategy and identify and plan for new needs as they arise. You’ll also gain helpful financial resources through client events and resources throughout the year. See our process.

Services Included:

Direction on Choosing Appropriate Allocation
Specific Investment Recommendations
Processing of Transactions in Accounts
Ongoing Management of Accounts over Time
Rebalancing Services

Schedule a Meeting to Learn More

Helping you find balance in your finances and satisfaction with our services is our highest priority. We guarantee to provide you with value or refund you the financial planning and advice costs you have paid within the current year (Investment Management costs are not refundable).

Get Started with Balanced Wealth Group

Whatever your financial needs may be, you can be confident that our team of Balanced Wealth Group professionals is qualified to help you find solutions and committed to creating a plan that brings you relief, freedom, and balance. We can help you find the balance between a busy schedule, complicated finances, and the life that you want.

Services and Costs

Choose Balance

Balanced Personalized Planning

Standard Financial Planning & Investment Management

Executive Financial Planning & Investment Management