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Our Services

We believe sound financial plans outlast the uncertainty of the moment. Markets shift and economies change, but at Balance Rock Investment Group, our customized strategies are built to evolve. That’s why we provide a consistent and objective perspective to ensure your financial plan is integrated for today and optimized for the future.

We offer a full suite of services for investors of all economic strata. From helping individuals and business owners, to retirees and more, we’ll help ensure your plan works in unison so you can stay focused on what matters most. No matter what you need, or when you need it, we’ll be here to help you maintain your financial freedom through all of life’s stages.

Financial Planning
True financial planning provides the means to unify all aspects of your financial life. While providing an overview of the big picture, our advisors develop comprehensive strategies for clients that allow them to make stronger financial decisions.

Though one-size fits all strategies may be the common approach, we specialize in tailoring plans to fit your current situation while providing a foundation for future growth. From providing life, disability, and long-term care insurance, to developing tax-advantaged college savings plans and assisting families with special needs, our advisors strive to help promote your total financial independence.

Investment Management
Our overarching goal is to help preserve and protect what is most important to you, your family, and your future. Through our tactical approach to asset allocation* and investment planning, we develop plans to ensure your income needs are managed over time, your risk is managed in line with your goals and time horizon, and your portfolio is optimized to generate growth and outpace inflation.

From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, our advisors first strive to gain a deep appreciation for every aspect of your situation before offering our recommendations. We utilize a broad range of investment managers and strategies to work toward your goals.  

Too often, people are advised to “buy and hold” for seemingly infinite periods of time as their confidence and wealth erode. That’s why we provide clients with a trusted flexibility that protects their best interests through all market conditions. Our cutting-edge approach allows us to defend our clients’ wealth by being simultaneously strategic and cautious during uncertain times. Above all, we strive to craft lasting strategies that guide you through the ever-evolving landscape of your financial life.

Individual Retirement Planning
Whether you’re in the prime of your career, are just a few years away from leaving the workforce, or are already evaluating an early retirement offer, we can help create an investment plan that strives to exceed your long-term goals. Our advisors offer detailed projections of when you can safely retire, at what level of income, and what rate of return will be necessary to manage your retirement goals.

Since our inception, we have helped clients transition from the working world into retirement. By looking at the whole picture of your financial life, we can develop a tax-efficient and tailored plan that evaluates pensions, 401(k) plans, savings, stock options, deferred compensation, and other assets to structure a reliable income stream throughout your future. Above all, our mission is to help you build the financial means to pursue your goals and enjoy the retirement you always imagined.

Corporate Retirement Plans

Balance Rock Investment Group thrives in designing tailored retirement plan tactics for companies of all sizes. We are dedicated to helping business owners and executives improve the effectiveness of their retirement plans. Our advisors track this by crafting custom approaches and providing informative, educational opportunities to assist your employees in preparing for their future. Our retirement seminars are designed to boost plan metrics (including participation and deferral increases) while improving asset allocations across the plan.

To provide the highest level of service, our advisors combine their considerable experience and talent along with resources from the nation's largest and most trusted providers. We strive to conduct effective research and analysis to continuously recommend the most appropriate proposals for your organization, from 401(k) and 403(b), to defined benefit plans, non-qualified executive compensation plans, and more. Through independent benchmarking strategies, we will hold your service providers accountable to providing the most competitive and cost efficient plans on the market. Above all, we strive to enable you to focus on what matters most: your core business.

Education Planning

Rising education costs require a forward-thinking plan. At Balance Rock Investment Group, our approach to education planning goes beyond paying for college. While maximizing the value of your earnings, our advisors can help you prepare for one of life’s biggest investments. Whether you’re currently paying tuition costs or saving for a future goal, it’s important to ensure that your education strategy is compatible with achieving your long-term financial objectives.

Wherever you are in life, we’ll help you strategize so you can give your loved ones the education they need. Through various cost-effective strategies and tax-advantaged college saving plans, we’ll help you and your children prepare for the next chapter.

*Asset allocation does not ensure a profit or protect against a loss.

Investing involves risk including loss of principal. No strategy assures success or
protects against loss