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About Us

With over 70 years of experience we deliver a clear approach to understanding health insurance plans. We customize health insurance plans per employer’s specific needs rather than carrier’s pre-packaged plans. We utilize the latest IRS and regulatory changes to achieve the lowest cost & the best benefit for our clients while not changing carriers or doctors! We are working with a new insurance carrier that will return unused insurance premiums.
Once these savings have been achieved, we will work with you to protect your business and personal assets. Our next objective is to assist you in achieving your exit strategy / retirement plans.

Our Customer Service Pledge

Here at Balance Financial Group we believe in old style Customer Service. We stress that the customer comes first, and is treated with the respect & service they deserve. We pledge to represent you to the insurance companies with our knowledge & experience. Let us deal with the insurance companies so you can concentrate on the things you know best.

We know that the more successful you are, the more successful we can be. That is why we are determined to follow in the footsteps of yesteryear by providing the Customer Service that once moved our economy into international acclaim and glory.

Why Balance Financial Group?

Because we take an interest in your success, if you select us as your trusted health agent, we will demonstrate our commitment by providing the following services at no cost to clients who qualify:

HR Connect
HR 360
Health Advocate

Call us and see how we can simplify your decision process & let you concentrate on the business you know. Our philosophy is the same as Benjamin Franklin "a penny saved is a penny earned." One call will put us to work for you.We will look at your total picture and recommend solutions to your financial/insurance needs for both your business & your family. A Business Continuation Plan and the burdensome and time-consuming tasks of shopping and analyzing insurance policies that best fit your business will be our responsibility.At no cost or obligation to you.