Why Choose Us?

Why Balance Financial Group?
Why BFG.ppt 11-25-08

What we offer to help you!

Because we take an interest in your success, if you select us as your trusted health agent, we will demonstrate our commitment by providing the follwing services at no cost to clients who qualify:

HR Connect
Optimized Benefits
Health Advocate
Benefit Esssential
Work Life Manager

Call us and see how we can simplify your decision process & let you concentrate on the business you know. Our philosophy is the same as Benjamin Franklin “a penny saved is a penny earned.” One call will put us to work for you.

We will look at your total picture and recommend solutions to your financial/insurance needs for both your business & your family. A Business Continuation Plan and the burdensome and time-consuming tasks of shopping and analyzing insurance policies that best fit your business will be our responsibility.

At no cost or obligation to you.

We Provide Business & Professionals
  • Buy-Sell Agreements and Funding Arrangements
  • Key Person Planned BuyOuts
  • Business Overhead Expense
  • Business Liability
  • Cafeteria Plans (sect. 125)
  • Profit Sharing Plans
  • Deferred Compensation Plans
  • Employee Benefits (Health, Dental, Life & Long Term Disability)
Services for Individuals and Family
  • Estate planning
  • Life, Disability, Health Insurance
  • Long Term Care

10 Union Place , Newton, NJ 07860
Phone: 973-940-1030   Fax: 973-940-1070   Email:
ray@balancefinancialgroup.com

Following are the states in which Raymond Convey is insurance licensed: NJ, NY, TX and KS.

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