Balanced Financial Concepts

Balanced Financial Concepts Securities & advisory services offered through Cetera Advisors LLC, member FINRA/SIPC a broker/dealer

Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity

September is Life Insurance Awareness Month, and throughout the month, we’re taking a closer look at insurance and the r...
09/02/2026

September is Life Insurance Awareness Month, and throughout the month, we’re taking a closer look at insurance and the role it can play in a well-rounded financial strategy.

From protecting the people you care about to preparing for the unexpected, there are many types of insurance—and understanding how they fit into your financial picture is an important part of planning ahead.

Question: When was the last time you reviewed your insurance coverage?

A. Within the past year
B. It’s been a few years
C. I honestly can’t remember!

Drop your answer below, and follow along this month as we share helpful information about insurance, coverage, and questions worth considering.

Help us celebrate Mike Ramer’s three-year anniversary with Balanced Financial Concepts! 🎉Over the past three years, Mike...
09/01/2026

Help us celebrate Mike Ramer’s three-year anniversary with Balanced Financial Concepts! 🎉

Over the past three years, Mike has become an important part of the BFC team, bringing his experience, perspective, and commitment to serving our clients well.

We’re grateful to have you on the team, Mike. Congratulations on three years with BFC!

September is Life Insurance Awareness Month. Learn how life insurance and other types of insurance can help protect your...
09/01/2026

September is Life Insurance Awareness Month. Learn how life insurance and other types of insurance can help protect your income, assets, family, and long-term financial goals.

08/28/2026

Back-to-school costs don’t stop at backpacks and notebooks. 🎒

Here are 7 expenses that can sneak up on families—and a few simple ways to plan ahead.

Learn more at balancedfinancialconcepts.com/blog

Back-to-school expenses go beyond supplies and new clothes. Explore seven commonly overlooked costs and practical ways t...
08/26/2026

Back-to-school expenses go beyond supplies and new clothes. Explore seven commonly overlooked costs and practical ways to prepare your household budget for the school year.

Today, we recognize Women’s Equality Day and the progress generations of women have made in creating new opportunities f...
08/26/2026

Today, we recognize Women’s Equality Day and the progress generations of women have made in creating new opportunities for themselves, their families, and the generations that follow.

At Balanced Financial Concepts, we’re grateful for the women we work alongside and serve every day. We believe every woman deserves the opportunity to feel informed, engaged, and confident in the financial decisions that shape her future.

Here’s to continuing to learn, grow, and build toward a future with greater opportunity for all.

08/19/2026

Back-to-school season has us feeling a little nostalgic—so we’re heading back to where it all began for members of the BFC team. 🎓

Our team’s college connections stretch from Northeast Ohio to Wisconsin and include The Ohio State University, The University of Akron, Case Western Reserve University, Baldwin Wallace University, Cleveland State University and St. Norbert College.

These schools helped shape the people and experiences that each team member brings to Balanced Financial Concepts today. They also give us another way to connect with the clients, families, business owners and community members we serve.

Now it’s your turn: Where did you go to school? Share your alma mater in the comments—and let us know if you spot a fellow graduate on the BFC team.

Back-to-school planning tips to manage fall expenses, routines, and priorities—budgeting, cash flow, emergency funds, an...
08/18/2026

Back-to-school planning tips to manage fall expenses, routines, and priorities—budgeting, cash flow, emergency funds, and family goal-setting.

You've probably heard a little about the new 530A Accounts, but you may still have questions.• What exactly is a 530A Ac...
07/30/2026

You've probably heard a little about the new 530A Accounts, but you may still have questions.

• What exactly is a 530A Account?
• How is it different from a 529 plan?
• Who can open one?
• Could it make sense as part of your family's education savings strategy?

As with any new financial planning opportunity, the answer depends on your goals and your overall financial picture.

Our latest resource provides an overview of what 530A Accounts are, how they work, and a few things to consider as you evaluate your options.

Learn more: https://www.balancedfinancialconcepts.com/resource-center/retirement/introducing-the-530a-accounts

A new savings option is generating a lot of questions from parents and grandparents.530A Accounts are designed to help f...
07/28/2026

A new savings option is generating a lot of questions from parents and grandparents.

530A Accounts are designed to help families save for a child's future, but like many new financial tools, it's important to understand how they work, who may benefit, and how they compare to other savings strategies.

If you've been hearing about 530A Accounts and wondering whether they're worth exploring, our latest resource provides an overview to help you get started.

Read more here: https://www.balancedfinancialconcepts.com/resource-center/retirement/introducing-the-530a-accounts

Address

30505 Bainbridge Road, Ste 160
Solon, OH
44139

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14403495110

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