Balanced Strategies,

Balanced Strategies is an insurance consulting firm providing specialized services to advisors that work closely with high net worth families. We collaborate with advisors to explore and identify innovative planning opportunities that can create significant economic efficiencies for high net worth individuals and families. Our services focus on technical assessment, comparative asset evaluation, plan design and financing analysis. Our deliverables include initial assessment, design, underwriting and financing negotiation, presentation, implementation and ongoing plan management.