Balanced Insurance Group located in Alpharetta, GA specializes in Life Insurance, Long Term Care Insurance, Disability Insurance, Annuities, and insurance policy analysis.

Money managers, CPA's and estate planning attorneys rely on us to not only review in-force policies, but also to obtain new coverage for their clients. Our combination of professional experience, in-depth knowledge and access to superior products from many carriers enables us to earn the confidence of families and advisors.

Clients and advisors who come to Balanced Insurance Group want honesty, integrity, experience, value, impartial advice, and superior industry knowledge. We take pride in and derive great professional satisfaction from the plans we have implemented in conjunction with our client's legal, financial and tax advisors. Our superior experience in insurance is undeniable, and our commitment to client care is unparalleled.

At Balanced Insurance Group, we design innovative strategic plans to help retain and enhance wealth that are exclusive to each client's individual needs. Many of our new clients come to us with insurance already in hand. We provide complimentary audits of their policies, with the goal of offering savings and/or better features. We also find strategies to help address the challenges they may face in planning for their financial futures.

Beyond our work with individual clients, we work within the wealth management industry to assure new insurance products and services best fit the needs of high net worth families. We maintain strong relationships with leading estate planning attorneys, financial planners and business managers to assure new products fit well into overall high net worth wealth management plans.