Balanced Strategies, Llc
Balanced Strategies is an insurance consulting firm providing specialized services to advisors that work closely with high net worth families. We collaborate with advisors to explore and identify innovative planning opportunities that can create significant economic efficiencies for high net worth individuals and families. Our services focus on technical assessment, comparative asset evaluation, plan design and financing analysis. Our deliverables include initial assessment, design, underwriting and financing negotiation, presentation, implementation and ongoing plan management.
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Verified contacts
4
available on Kipplo
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5
1 to 10 range
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4
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Tech stack
1
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1
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
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Avielle Johnson
Sales Design & Support Analyst · Other
EmailPhone - DP
Donald Perschall
Design & Market Intelligence Consultant · Other
EmailPhone - JC
James Christie
Senior Consultant · General Business & Management
EmailPhone - AR
Ashton Rief
Chief of Staff · General Business & Management
EmailPhone
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Top roles at Balanced Strategies, Llc
4 distinct titles indexed · top 4 shown.
- 1chief of staff
- 1design & market intelligence consultant
- 1sales design & support analyst
- 1senior consultant
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