Jeffrey Panik, Founder of Balance Wealth Partners

After 25 years of experience as a financial advising professional, my phone-in guest today is Jeffrey Panik, MSFS, CFP, CRPS who’s received the Five Star Wealth Manager Award for ten years running is the Managing Principal, Financial Advisor at Balance Wealth Partners. Jeff knows his job is to help clients strike a balance between living well today and planning for the future. In fact, Jeff Panik founded Balance Wealth Partners with a simple goal in mind: to create tailored plans for intentional living. He is the author of two Books: Your Future is Now (An Introductory Guide to Managing Your Finances) and Your Future Is Now (Your Blueprint for Solving your Retirement Puzzle). balancewealthpartners.com Sageintl.com or 800-254-5779