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MoneyGuide Pro

MoneyGuide Pro

Link accounts directly into your financial plan for the most up to date financial plan and scenarios.

Morningstar 

Morningstar 

Securely upload documents and view your portfolio performance.

Charles Schwab

Charles Schwab

View all of your Charles Schwab accounts, track your investments, or review your documents in one place.

Advisory services are offered through Balanced Investment Advisors, LLC (BIA), a Registered Investment Advisor in the State of Iowa. BIA and Balanced Investment Company (BIC) are affiliated entities.