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Balanced Financial Inc.

Resources / Examples

Meet Sue,

She came to us in the spring of 2008 with her nest egg consisting largely of HP stock, she needed to transition from the accumulation phase to a distribution phase that ensured a safe retirement income going forward. The graph below shows HP stock and the S&P 500 Stock Index from April 1, 2008 to April 1, 2009.

HP Stock was down more than 30% that next year

Fortunately, Sue's nest egg is safe....

She started an income stream right away from this IRA, her dollars remain safe and ready to grow once the stock market returns. This is truly a new way to handle your money. The instrument we put her nest egg in has been issued 2 patents with 6 more pending! Her dollars are out of harms

way and the 30 year back tests, show we should expect a performance of just under 10% per year.

Flexible to turn income on or off

Safe from the financial hailstorm of 2008

Growth almost with a certainty going forward (linked to the stock indexes)

Income she can rely on

If you lost money last year, if your investments are still below where they were in 2007, if you are frustrated with the market taking back what it gives you - there is a better way!

Contact us to discuss this new technology for handling one's nest egg.

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Property Price Calculator

Monthly payment you can afford:
Cash available for down payment and closing costs:
Annual mortgage interest rate (%):
Term of mortgage loan:
Closing costs (as % of home purchase price):
Estimated annual homeowner's & mortgage insurance & property taxes (as annual % of home sales price):
Approximate price of house:

We are dedicated to the safety and preservation of your assets.

"When the facts change, I change my mind, what do you do?"
-Keynes