Back to Search Favorites List

Balanced Life Planning LLC

At Balanced Life Planning, we specialize in serving mid-career individuals and families.  This group has the task of balancing many priorities from career changes, raising kids, saving for college, saving for retirement, and potentially aging parents.  Our service offering is geared toward delivering value that goes further that financial, we strive to achieve balance for your today, tomorrow, and legacy.  We offer comprehensive cash flow, tax, and retirement planning.  Further, we provide college planning resources that we integrate into our planning process for those with high school aged children exploring college decisions.
Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Tim Witham, CFP®
NAPFA-Registered Financial Advisor
Visit Website
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

2741 White Pine Dr Villa Hills, KY 41017-3561 Phone: (859) 287-4292

Primary Office

2741 White Pine Dr Villa Hills, KY 41017-3561 Phone: (859) 287-4292
Visit Website