Disclosure

Disclosure

This site is only intended for clients and interested investors residing in states and countries in which Balanced Financial Planning, Inc. is qualified to conduct investment advisory services.

Balanced Financial Planning, Inc. is registered investment adviser with the state of Kansas. Our office is located in Overland Park, Kansas. Balanced Financial Planning, Inc. may only transact business in those state or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Balanced Financial Planning, Inc.’s website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact Balanced Financial Planning, Inc. to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Balanced Financial Planning, Inc. does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Balanced Financial Planning, Inc. representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Rosemary Danielson and Jo Ellen Fritz, Principals/Owners, Balanced Financial Planning, Inc. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered through Balanced Financial Planning, Inc., a state of Kansas registered investment adviser.

 

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