Balance Wealth Advisors

Balance Wealth Advisors:

Balance Wealth Advisors was established in December 2014 from the practices of David Allen, Private Wealth Advisor, in Wellesley and Thomas Pippitt, Financial Advisor, in Fall River. Prior to this, we were known as Miller, Allen & Associates, established in March 2000. The advisors in our practice have 82 years of combined industry experience. Working together, we'll help you pursue your goals as you focus on living and enjoying your life.

You've worked hard and achieved a lot. When it comes to retirement, there will be a new set of financial questions you will need to answer. Financial planning can help with this phase by showing how to draw income from your investments, while still growing and protecting what you have.

Making the most of what you’ve saved for your retirement and not outliving your assets requires smart, careful planning. You need to address complex issues such as:
Generating income from multiple sources
Investing to stay ahead of inflation
Managing market risks
Planning that manages your tax liability

This is a new set of challenges that represents a fundamental shift in priorities. Accumulating savings used to be the priority, but now the question is how to manage those savings so you can continue to spend throughout your retirement.


*Neither LPL Financial nor it affiliates or representatives may provide tax or legal advice. Consult your tax advisor or attorney for specific issues.

Areas of Focus:

Employee Stock Options
Saving for Education
Retirement Planning Strategies
Estate Planning Strategies

Qualifications:

Series 7, Series 63, Life, Accident & Health licensed.
CRPC® Chartered Retirement Planning Counselor
CLTC - Certified in Long Term Care

David Allen is licensed and registered to conduct business in MA.

Based on licenses and registrations I hold, I may also conduct business in KS, CT, CO, NH, MI, NY, VA, TX, VT, NV, OH, PA, MO, MD, RI, CA, AZ, FL, NJ, WI, WA, GA, LA, ME.

CA Insurance #0K01983


Working Together:

Meeting with a financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.


What to expect:

Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs


What to bring:

A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals







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