"Finances don´t have to be overwhelming."
Discover new opportunities while having practical guidance when managing your finances. Likewise, broaden your perspectives with education and proactive coaching. Whether you are a young professional or retired, Stein Balof understands what is truly important to you, assisting you in reaching your goals and addressing your concerns. Together, we will develop a personalized financial plan depending on your tolerance for risks and your goals so you can reach them. Stein Balof tracks your progress along the way to recommend changes where needed to achieve your short and long term objectives.
Stein Balof analyzes your current position to understand and recommend the changes that are necessary to arrive where you want to be in the future to put you in control your financial success. Every decision that you make will have an impact on your quality of life. Stein Balof brings clarity to these decisions with our years of experience, setting personalized strategies for your situation.
Individual Services
1. Education Planning: Stein Balof helps you to create a college savings plan to start saving now for your children's college education.
2. Financial Planning and Investments Management: Reach and exceed your goals with Stein Balof's experience in creating a plan for your unique situation. Together, we can create an investment portfolio to ensure the future you desire with appropriate diversification.
3. Retirement Planning: Have the retirement lifestyle that you want with personalized strategies for you.
4. Long Term Care Planning: Achieve your long term care planning needs with Stein Balof guidance.
5. Insurance Planning: Find the best health insurance plan to protect you and your family, Stein Balof reviews the existing insurance solutions to find the most suitable to your needs.
6. Tax Management: Reduce your current and future tax burden and avoid unnecessary taxes with Stein Balof's support.
7. Social Security Planning: Make a smart plan for your retirement. We will guide you through common obstacles, and address your individual concerns.