Balance Rock Investment Group

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Balance Rock Investment Group

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Balanced Approach...Rock Solid Advice

We help you to achieve balance through careful planning. Our Commitment is to help you pursue your financial goals, plan for retirement, and successfully transfer wealth to your loved ones or establish a legacy.


Before we start to formulate a retirement income plan for you, we get to know you personally. We learn about your financial needs and financial objectives. We discuss your current lifestyle you desire in the future. We assess your risk tolerance and establish a realistic time horizon. This is how we build an investment plan that is truly personalized.


A WELL-BALANCED PROCESS

We carefully balance five steps that comprise your retirement planning process, giving equal weight to each:

ANALYZE. We gather information and carefully evaluate your current personal and financial profile.

PREPARE. We assemble a comprehensive financial program designed to meet your specific needs.

DISCUSS. We develop a selection of different strategies and offer recommendations as to which are best suited for you.

MONITOR. We remain in contact with you, carefully monitoring your plan's performance and making adjustments as needed.


DELIVERING UNBIASED OPPORTUNITIES

As an independent financial firm, we are under no obligation to recommend specific investment products. We are only obligated to you-to keep your best interests in mind by seeking out objective approaches and information.


OFFERING PERSONAL, RESPONSIVE SERVICE

The Balance Rock Investment Group team lives in our local community-we are your friends and neighbors. Since 1998, we have been providing personalized financial services and retirement income planning to the region and are always accessible and at your service.


OUR PRODUCTS AND SERVICES

We specialize in investment management, retirement income planning and education planning, with a comprehensive suit of products and services.

Investment Management
• Mutual funds
• Stocks and bonds
• REITs
• Variable and fixed annuities
• Alternative investments strategies
• Exchange traded funds

Retirement Planning
• Traditional and Roth IRAs
• Employer-sponsored retirement plans
• Tax reduction strategies

Education Planning
• Education funding strategies
• 529 college savings plans


INDEPENDENCE POWERED BY LPL FINANCIAL

Balance Rock Investment Group is backed by the resources of LPL Financial, The nation’s largest independent broker/dealer. This relationship provides us with industry-leading, unbiased research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations.

Securities offered through LPL Financial, Member FINRA/SIPC
www.finra.org www.sipc.org

Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of state in which we are registered to do business, please visit www.balance-rock.com