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    Balanced Financial Planning, Inc.

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    Description

    • 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 PlanningFinancial OrganizationRetirement Planning StrategiesCash Flow Review and Planning Education Funding AdviceLump Sum Distribution and 401k Rollover AdviceSocial Security Benefit AnalysisPension Benefit AnalysisRetirement Income StrategiesLife, Disability and Long Term Care Insurance Needs AnalysisRetainer 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.
    • location

      Headquarters:6701 W 64Th St Ste 223 , Mission, Kansas, United States

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    • Balanced Financial Planning, Inc. phone

      Phone Number: +1 913-677-1090

    • Balanced Financial Planning, Inc. website

      Website: https://www.bfplanning.com

    • Balanced Financial Planning, Inc. employees

      Employees:4

    • Balanced Financial Planning, Inc. revenue

      Revenue:$0 - 1M

    • Balanced Financial Planning, Inc. legal name

      Legal Name:Balanced Financial Planning, Inc.

    • Balanced Financial Planning, Inc.'s Social Media

      Balanced Financial Planning, Inc. linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Partner for Balanced Financial Planning, Inc.

    Jo Fritz

    Partner

    Person level website visitor identification

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    View Employees

    Jo Fritz

    Partner

    Kathy Behne

    Vice President And Consultant

    Frequently Asked Questions regarding Balanced Financial Planning, Inc.

    • Where are Balanced Financial Planning, Inc.'s Headquarters?

      Balanced Financial Planning, Inc.'s Headquarters are in 6701 W 64Th St Ste 223 ,Mission,Kansas,United States

    • What is Balanced Financial Planning, Inc.'s phone number?

      Balanced Financial Planning, Inc.'s phone number is +1 913-677-1090

    • What is Balanced Financial Planning, Inc.'s official website?

      Balanced Financial Planning, Inc.'s official website is https://www.bfplanning.com

    • What is Balanced Financial Planning, Inc.'s Revenue?

      Balanced Financial Planning, Inc.'s revenue is $0 - 1M

    • What is Balanced Financial Planning, Inc.'s NAICS code?

      Balanced Financial Planning, Inc.'s NAICS code is 523930

    • How many employees are working in Balanced Financial Planning, Inc.

      Balanced Financial Planning, Inc. has 4 employees

    • What is Balanced Financial Planning, Inc.'s Industry?

      Balanced Financial Planning, Inc. is in the industry of Financial Services

    • Who is Balanced Financial Planning, Inc.'s Partner?

      Balanced Financial Planning, Inc.'s Partner is Jo Fritz

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