Your Partner in Financial Independence
Empowering Your Financial Independence
Balboa Wealth Partners stands as your trusted partner in achieving financial independence and securing your future. We tailor our services to your unique needs, offering a holistic approach to wealth management that integrates financial planning, investment management, retirement plan administration, and estate & multi-generational planning.
Our Vision
Our vision is to empower clients by providing personalized financial guidance, exceptional investment expertise, and outstanding service. We believe in open communication, transparency, and building lasting relationships with our clients.
1. Financial Planning
We create a customized roadmap to your financial goals, considering your individual circumstances, aspirations, and risk tolerance. Our holistic approach considers all aspects of your financial life, including:
- Cash flow analysis and budgeting
- Retirement planning and optimization
- Investment planning
- Estate planning and asset protection
2. Investment Management
We tailor a diversified portfolio that aligns with your unique goals and risk tolerance. Our approach includes:
- A blend of internally managed strategies and rigorously-selected third party managers
- Strict risk management practices & adherence to established protocols
- Regular review and rebalancing to maintain alignment with your goals
3. Retirement Plan Administration
We simplify the complexities of retirement planning through our comprehensive services:
- Access to self-directed brokerage windows for increased diversification
- Seamless integration of your retirement accounts with your overall financial plan
- Guidance on maximizing your retirement savings and withdrawals
4. Estate & Multi-Generational Planning
We help you establish a robust estate plan to protect your legacy and ensure the smooth transfer of wealth to future generations:
- Development of comprehensive estate documents like wills and trusts
- Guidance on inheritance tax planning
- Planning for the transition of your business or wealth to your family
Why Choose Balboa Wealth Partners?
- Client-centered approach: We prioritize your needs and concerns, building a strong and trusting relationship with you.
- Comprehensive wealth management: We offer a full range of services to address all aspects of your financial life.
- Institutional expertise: Access to sophisticated investment and planning capabilities.
- Transparency and accountability: We provide clear and concise explanations of our processes and fees.
Warning Signs
Readers are advised to be cautious of this company, as some agents may prioritize their own interests over those of their clients. A devastating review by Mikey Pauly shares a tragic story of financial harm suffered by his elderly family member with dementia.
Financial Harm
Mikey Pauly's review recounts the unfortunate experience of his family member, who entrusted a large portion of her retirement portfolio to an agent named Koz. Despite the family member's explicit need for a stable income, Koz invested 95% of the portfolio into annuities, citing the potential for penalties for early withdrawals. Mikey Pauly condemns Koz's actions, stating that the agent stood to benefit the most from this decision. The family member, with dementia, was unaware of Koz's self-serving intentions.
Call for Caution
Mikey Pauly's warning highlights the potential dangers of entrusting one's financial affairs to unscrupulous agents. Readers are advised to exercise extreme caution when dealing with this company, and to thoroughly research the credentials and intentions of any agent before making financial decisions.
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