Balint Wealth Management Services

By offering financial planning, fee-based planning, and wealth management services, we act as the architect and executor of your customized financial plan, ensuring our clients always have the highest level of personalized service.

Financial Planning

Customized Planning for Your Goals

Our advisors take a holistic approach providing a customized plan that encompasses your investments, taxes, estate, insurance needs and more. We provide financial planning services for a variety of use cases.

Our entire team works together with each client, hand in hand, always acting in their best interest, with each goal and dream firmly in mind. Our financial planning options include retirement, tax, 401(k), 403(b), college, estate, money purchasing and profit sharing plans.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
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Asset Management

Strategic Growth Through Intentional Investing

Our approach to investment management is based on a long-term perspective knowing that markets can be volatile, but that they tend to do well over fixed periods of time. Our process goes beyond security selection by considering tax efficiency, illiquid investments, asset preservation, debt analysis, and cash flow.

We work with bonds, common stock, educational and traditional IRA's, Simple, Roth and SEP IRA's, brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Bonds are subject to availability, change in price, call features and credit risk. Variable Annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 ½ may be subject to tax penalties and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

Retirement Services

Proper Planning to Drive Retirement Outcomes

We develop clear financial plans to help you gain an understanding of how your investments, Social Security, and savings can all work together. We create a retirement plan that includes pension advice, 401(k) rollover services, and social security optimization.

Our firm specializes in helping individuals develop sound retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to our client's financial well being.

A plan participant leaving an employer typically has four options (and may engage in a combination of these options): 1. Leave the money in their former employer’s plan, if permitted; 2. Roll over the assets to their new employer’s plan, if one is available and rollovers are permitted; 3. Roll over to an IRA; or 4. Cash out the account value
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