logo
Book a meeting
Balanced Financial Planning

Balanced Financial Planning

Financial Services, Suite 223, Overland Park, Kansas, 66202, United States, 1-10 Employees

bfplanning.com

  • LinkedIn

phone no Phone Number: 91********

Who is BALANCED FINANCIAL PLANNING

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 ...

Read More

lock icon Get Full Access
map
  • Suite 223, Overland Park, Kansas, 66202, United States Headquarters: Suite 223, Overland Park, Kansas, 66202, United States
  • 2004 Date Founded: 2004
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from BALANCED FINANCIAL PLANNING

Balanced Financial Planning Org Chart and Mapping

Employees
Rosie Danielson

Rosie Danielson

Senior Financial Advisor

Megan Clark

Megan Clark

Client Relationship Manager

Hannah Casteel

Hannah Casteel

Associate Financial Planner

Jo Fritz

Jo Fritz

President

Sina Polyakov

Sina Polyakov

Executive Assistant

See Full Org Chart arrow
email-formate-icon
View Email Formats for Balanced Financial Planning
arrow
signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

Join Now

crown-icon Free credits every month

Frequently Asked Questions Regarding Balanced Financial Planning

Answer: Balanced Financial Planning's headquarters are located at Suite 223, Overland Park, Kansas, 66202, United States

Answer: Balanced Financial Planning's phone number is 91********

Answer: Balanced Financial Planning's official website is https://bfplanning.com

Answer: Balanced Financial Planning's revenue is $10 Million to $25 Million

Answer: Balanced Financial Planning's SIC: 6282

Answer: Balanced Financial Planning's NAICS: 523940

Answer: Balanced Financial Planning has 1-10 employees

Answer: Balanced Financial Planning is in Financial Services

Answer: Balanced Financial Planning contact info: Phone number: 91******** Website: https://bfplanning.com

Answer: 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.

Answer:

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access