Retirement Planning

Retire on purpose, with purpose


The thought of retirement can be overwhelming.

Where do you begin? How much money will you need?

More importantly, how will you continue to grow and give in the next phase of your life?

For a fulfilling retirement, what is most important is purpose. Purpose is something you unlock within yourself. It lives in the ways you share your passions, strengths, and values with your loved ones and the world. It can only be obtained with intention and is discovered in the meaningful action.

At Balanced Investment Company, we have built the capabilities to ensure that you can answer those questions and spot any potential issues that may arise. So you can retire on purpose, with purpose.

Some of the items we review are:

  • Investment Policy Statements
  • Insurance Documents
  • Durable Power of Attorney
  • Asset Allocation
  • Wills and Trusts
  • Individualized Financial Plan
  • Advanced Medical Directives
  • Tax Returns
  • Estate Planning Documents