Focus is Our Strength
Discover how you can leverage our nuanced experience and knowledge for your Retirement Planning
“We would like to make a difference in your life, and the lives that follow.”
Dr. Dave Knutson, Ph.D, ChFC
“ Your investments should reflect what you believe in, not the other way around.”
Suresh Basnet, MBA, Portfolio Manager
There's a pretty good chance you already have financial goals, but when our lives become clouded with real world complexities and conflicting priorities, it's important to remember what those goals represent and why we have them. Without a clear vision for the future you want, it's all too easy to procrastinate and become frustrated.
At Balanced Investment Company, we strive to bring clarity, strategic thinking, and simplicity to the planning process, so that you can stay focused on what is important to you in life, and enjoy the experiences along the way.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Founder - Portfolio Manager - Advisor
Chartered Financial Consultant, Vice President of Strategy
Attorney at Law, Strategic Partner
Fractional CFO & Integrator
Client Happiness Officer
Consultant, Business Development