Our Commitment
While guiding and strengthening your financial decisions, we can help clients better understand the complexities of the financial world. Whether you’re an individual investor or business owner, our comprehensive strategies are designed to help you pursue your goals and strengthen your future.
Commitment to Individuals & Families
By offering sound counsel in all areas of your life, we strive to sustain your total financial confidence. At Balance Rock Investment Group, we believe you deserve truly cutting-edge strategies and unsurpassed service. As your trusted advocate, we strive to deliver an unwavering commitment to care for you, your family, and for your investments.
In keeping with the spirit and intent founding mission, we are committed to:
- Gaining an intimate understanding of your complete financial picture.
- Providing the highest level of objective, professional, and friendly service
- Crafting a comprehensive plan before making any investment recommendations
- Respecting your privacy by maintaining a security policy that exceeds industry standards
- Monitoring your portfolio and frequently tracking progress towards managing your goals
- Remaining available to you and your family for all financial questions and needs
- Coordinating with strategic partners to provide the best possible strategies for your objectives
- Holding ourselves accountable by testing our approach and identifying new avenues for success
Commitment to Plan Sponsors & Their Employees
Our independence enables us to provide you with best available retirement plan options. Whether you have a large firm or a small business, we approach every retirement plan with the highest standard of service and personalized attention. Our team of advisors focuses on delivering timely and prudent guidance to help plan sponsors implement and maintain retirement strategies that enhance the culture and productivity of their firm.
Keeping with the spirit and intent founding mission, we are committed to:
- Aligning your company’s objectives with the right retirement plan at the lowest possible cost
- Protecting your firm’s privacy by maintaining a security policy that exceeds industry standards
- Managing employee enrollments, rollovers, and transitions so you can focus on your business
- Ensuring you have the most competitive and cost-efficient plans on the market
- Informing your employees of latest market trends through regular email newsletters
- Remaining available to you and your business for all financial questions and needs