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Team

Jo Ellen Fritz CFP® RICP®

913.677.1090 Ext 102
joellen@bfplanning.com

Rosemary O. Danielson CFP®

913.677.1090 Ext 101
rosie@bfplanning.com

Megan Clark

Client Service Manager
913.677.1090 Ext. 104
megan@bfplanning.com

Cameron Fritz

Associate Planner
913.677.1090 Ext. 103

Office

6701 W. 64th Street
Suite 223
Overland Park, KS 66202
United States

 

Contact Info

Phone: 913-677-1090
Email Address: info@bfplanning.com

 

 

Get in Touch

Disclosure

FIND OUR CRS HERE

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Balanced Financial Planning, Inc. is a registered investment adviser ("RIA Firm") located in Overland Park, KS. Balanced Financial Planning, Inc (referred to herein as BFP) may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BFP’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BFP’s web site on the Internet should not be construed by any consumer and/or prospective client as BFP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BFP, Inc with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BFP, please contact the state securities regulators for those states in which BFP maintains a registration filing. BFP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BFP’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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