A Partnership Based on “Yes”

Balanced Security Planning isn’t Goldman Sachs. We like saying “yes”. Although we offer many of the same services, we are a small, boutique broker dealer with an emphasis on outstanding customer service and providing you with resources for your business to achieve its full potential. Advisor-focused compliance can help streamline approval processes and get you to a “yes” even quicker. When you partner with us, our oversight is guided by respect for both you and your business. When you call us, we’ll greet you by your name.

Here’s what we can do for you and your clients…

Balanced Security Planning representatives have equity capital markets and trade support, including:

· Listed stocks

· OTC (over the counter) stocks

· ETFs (exchange-traded funds)

We can provide you with access to a wide range of financial products and solutions through major mutual fund companies and annuity carriers, including:

· Mutual funds

· Variable annuities

· Variable life insurance products

Balanced Security Planning offers your investors a wide variety of alternative investments and exposure to markets and investment strategies not accessible through traditional fixed-income and equity markets. You’ll be able to better help diversify their portfolios and manage their investments based on individual needs.

· 1031 Exchange DSTs

· REITs

· Opportunity zones

· Private placements

Our network of direct plan sponsor selling, and dealer agreements allows you to build and manage a well-supported retirement plan practice.

· Opportunities to grow retirement-related business