Balanced Plan Financial Investment Advisors, Inc.

James Sanford is a financial advisor at Balanced Plan Financial Investment Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CSP Financial Group LLC and World Equity Group, Inc. Outside of his advisory work, Sanford has experience as an independent insurance agent and a licensed general contractor involved in home owner consulting. Balanced Plan Financial Investment Advisors, Inc. provides asset management, financial planning, and consulting services to individuals, small businesses, trusts, and estates. The firm employs tailored investment strategies using direct portfolio management, model allocations, and third-party managers, and incorporates derivatives and option strategies within client portfolios.

Benjamin Vondrak is a financial advisor at Balanced Plan Financial Investment Advisors, Inc. with 10 years of industry experience. He holds a Series 65 designation and has worked at Balanced Plan Financial Investment Advisors since 2020, with prior experience at World Equity Group, Inc. and Integrated Financial Partners and Symbiotic Insura. In addition to his advisory role, he is a licensed life insurance agent and part owner of Symbiotic Insurance Solutions, Inc. Balanced Plan Financial Investment Advisors, Inc. provides asset management, financial planning, and consulting services to individuals, small businesses, trusts, and estates. The firm employs tailored investment strategies through direct management, model allocations, and sub-advisors, incorporating derivatives and option strategies where appropriate.

Bryan Nelson is a financial advisor with Balanced Plan Financial Investment Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at VOYA Financial Advisors and World Equity Group, Inc. He is also involved in insurance product sales and training through his roles at Symbiotic Insurance Solutions and as an independent insurance agent. Balanced Plan Financial Investment Advisors, Inc. provides asset management, financial planning, and consulting services to individuals, small businesses, trusts, and estates. The firm employs tailored investment strategies incorporating direct portfolio management, model allocations, and third-party managers, with a distinctive combination of broker-dealer and insurance affiliations.