BALANCED FINANCIAL, INC.

It has been over a year now that my wife and I met Greg to discuss and explore a future financial plan. I was nearing retirement and we were looking for a solid and sound approach to develop our strategy. Greg took the time to truly understand us and he researched the alternatives that would best fit. He was great at explaining, suggesting and communicating various options in a way that we could completely understand. This is truly the best experience we have with working with a financial professional. Greg delivered as he said. A lot of trust goes into this relationship and Greg and Paula provide that. They are both truly professionals. It's also great that you develops a friendship.

Greg has been very thorough in explaining options. He is very patient in explaining the ins and outs of the different financial options for retirement that apply to our circumstances and needs. We never felt pressured even when we took a long time to make a decision. He was ready to answer any questions we had. Greg is very easy to work with and I can easily recommend that he is worth consulting with by anyone that wants to understand their retirement options.

My husband and I are working with Greg to make sure we have a great long-term financial plan. It has been really great getting to work with Greg, and he patiently helps answer all the questions we have so that we feel confident about each step we take. Greg quickly became a go-to trusted voice while we're thinking through different options.