Jo Fritz's Contact Details

Jo Fritz's Company Details

Balanced Financial Planning, Inc.

Mission, KS, US • 5 - 9 Employees
Financial Services

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 individuals and families. BFP advisors work solely for their clients: as Fee-Only advisors, all potential conflicts of interest regarding compensation are removed. Only financial advisors who are Registered Investment Advisors are held, by law, to a fiduciary standard. 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 Strategies• Life, Disability and Long Term Care Insurance Needs Analysis• Retainer Services for Ongoing Assistance, Portfolio Management and Plan ImplementationBalanced 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.