Financial Planning

FINANCIAL PLANNING

Financial planning is more than just reviewing your investments and balancing your portfolio. If you are truly committed to building your wealth and reaching your financial goals, there are a variety of areas to address. The consultants at Balfour Hamilton have the skills and experience necessary to guide you through financial planning in today’s complex marketplace.

It’s common for inexperienced financial planners to advertise wealth management expertise, but the truth is that most don’t use this term correctly. They work with you to maximize short-term investment performance, which is more accurately described as money management. For true wealth management, you need integrated investment planning that considers all aspects of your financial world. From tax and risk management to addressing long-term financial goals, integrated investment planning ensures you are well-prepared to take on challenges.

Choosing a financial planner isn’t just about assets. Our skilled professionals are focused on creating strategies that seek your long term success. Learn more about maximizing your wealth-building opportunities from the consultants at Balfour Hamilton.

Balfour Hamilton LP does not provide tax advice or services.

TAX PLANNING

EDUCATION PLANNING

Every penny you pay in taxes means less in your pocket. That’s less to fund your lifestyle, less to invest, and less to save towards your financial goals.

EDUCATION PLANNING

Experienced financial planners will help you explore all of your options to find the college savings account that is right for your situation.

CASH FLOW ANALYSIS

EDUCATION PLANNING

INTEGRATED INVESTMENT PLAN

We offer comprehensive cash flow analysis services, and we know how to apply the results to create smart solutions.

INTEGRATED INVESTMENT PLAN

We take a holistic approach to creating your integrated investment plan. Our goal is to ensure you reach your financial goals by applying harmonized strategies that are customized for your needs.

RISK MANAGEMENT

INTEGRATED INVESTMENT PLAN

BUSINESS SUCCESSION PLAN

We work with you to find the right balance between reducing expenses and increasing confidence, and we re-evaluate regularly to ensure your strategy accounts for changes in your circumstances.

BUSINESS SUCCESSION PLAN

INTEGRATED INVESTMENT PLAN

BUSINESS SUCCESSION PLAN

Designing a comprehensive succession plan is key as you work towards protecting your investment, building your wealth, and preparing your business to carry on without you.

Balfour Hamilton LP

1732 Connecticut Avenue Northwest, Suite 400, Washington, District of Columbia 20009, United States

877-832-5874

The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual or Business situation. Some of this material was developed and produced by Balfour Hamilton LP to provide information on a topic that may be of interest. Balfour Hamilton LP is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

WEAlth Management services provided by our partner, Sovereign Wealth Management, LLC.

Sovereign Wealth Management, LLC is a registered investment adviser located in Virginia. Sovereign Wealth Management, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

All Financial Consultants at Balfour Hamilton LP are Registered Representatives with, Securities and Advisory services, a Registered Investment Advisor, Member FINRA & SIPC.

DC License #400322807168

Financial Planning

FINANCIAL PLANNING

TAX PLANNING

EDUCATION PLANNING

EDUCATION PLANNING

EDUCATION PLANNING

EDUCATION PLANNING

EDUCATION PLANNING

CASH FLOW ANALYSIS

EDUCATION PLANNING

INTEGRATED INVESTMENT PLAN

INTEGRATED INVESTMENT PLAN

INTEGRATED INVESTMENT PLAN

INTEGRATED INVESTMENT PLAN

RISK MANAGEMENT

INTEGRATED INVESTMENT PLAN

BUSINESS SUCCESSION PLAN

BUSINESS SUCCESSION PLAN

INTEGRATED INVESTMENT PLAN

BUSINESS SUCCESSION PLAN

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