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VerifiedFinancial Services· Founded 2004

Balanced Financial Planning, Inc

Balanced Financial Planning, Inc.(BFP) is a financial planning and Registered Investment Advisory firm headquartered in Overland Park, Kansas. The firm specializes in providing Fee-Only financial planning services and investment advice to women and families. BFP advisors work solely for their clients: as Fee-Only advisors, all potential conflicts of interest regarding compensation are removed. Balanced Financial Planning follows a fiduciary standard and we act in your best interest at all times. Clients have the flexibility to engage us on either a one-time, as-needed or an ongoing Retainer basis. Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Balanced Financial Planning, Inc. can help you along the way. To help you reach your important goals, our services include: • Personal Financial Planning • Financial Organization • Retirement Planning Strategies • Cash Flow Review and Planning • Education Funding Advice • Lump Sum Distribution and 401k Rollover Advice • Social Security Benefit Analysis • Pension Benefit Analysis • Retirement Income and Withdrawal Strategies • Life, Disability and Long Term Care Insurance Needs Analysis • Retainer Services for Ongoing Assistance, Portfolio Management and Plan Implementation Balanced Financial Planning, Inc. offers our Fee-Only services based on the time involved to deliver the services you have engaged us to complete. No commissions. No minimums.

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HeadquartersOverland Park, United StatesEmployees4(1 to 10)Annual revenue<$1MFounded year2004Websitebfplanning.comLinkedIn profileLinkedIn

Verified contacts

5

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LinkedIn employees

4

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Distinct roles

5

indexed titles

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1

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Monthly traffic

22

organic / mo

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Top roles at Balanced Financial Planning, Inc

5 distinct titles indexed · top 5 shown.

  • 1bond trader
  • 1client relationship manager
  • 1executive assistant
  • 1president
  • 1senior financial advisor

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