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.
