Rosemary O. Danielson

Rosemary O. Danielson

| CFP®

Balanced Financial Planning, Inc.

Fee Only Financial Planner Located in Overland Park, KS and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

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6701 West 64th Street
Suite 100
Overland Park, KS 66202-4091
Rosemary Danielson is a Fee Only Financial planner with Balanced Financial Planning, Inc. in Overland Park, KS. Rosemary Danielson is a NAPFA-Registered Financial Advisor.

Balanced Financial Planning, Inc. (BFP) is a financial planning and Registered Investment Advisory firm headquartered in Overland Park, Kansas. The firm specializes in providing Fee-Only financial planning services and investment advice to individuals and families.
  • Certified Financial Planner (CFP®) professional who has been in practice for over 20 years. Started her career in financial planning in 1986 with a financial planning firm in Lawrence, Kansas. Received her Certified Financial Planner (CFP®) certification from the CFP Board of Standards in March 1990.

  • In 1991, joined the financial planning and asset management firm of Neill & Associates, Inc. in Kansas City, Missouri. Was promoted to partner / vice president in 1995 and named the portfolio manager for the firm. In October 1999 Neill & Associates, Inc. was merged with the investment advisory and asset management subsidiary of a large regional accounting firm.

  • In 1996, was part of a delegation of Certified Financial Planner® practitioners chosen by the Institute of Certified Financial Planners to travel to China at the invitation of the Chinese government. The trip involved meetings with banks, insurance companies, educators and officials of the Shanghai stock exchange. The purpose of the trip was to discuss the methods Americans use for individual financial planning and investing.

  • In March 2002 joined Garrett Financial Planning Inc., a Fee-Only, hourly as needed financial planning and investment advisory firm.

  • In July 2003 Rosie formed Balanced Financial Planning, a financial planning and investment advisory Fee-Only firm. Balanced Financial Planning was incorporated November 1, 2004. Balanced Financial Planning, Inc. is a registered investment advisor (RIA) in Kansas and Missouri.

  • Received a B.S. degree in secondary education from the University of Kansas, Lawrence. Completed graduate course work in education and economics at the University of Kansas and San Jose State University.

  • Member, National Association of Personal Financial Advisors (NAPFA).

  • Active in promoting awareness of the need for life-saving organ donors.

  • Past board member, National Kidney Foundation of Kansas and Western Missouri (www.kidneyksmo.org).