Simply Musical (Musicians and Performers)

Your next performance is out of town this week, next week you're in the studio and you have a To-Do List a mile long with everyone wanting a piece of your most valuable resource, time. The last thing you want to do is sit down to pay your bills or organize and gather documents.

Simply Balanced Solutions takes care of your items, like paying your bills, organizing documents whether you are away or back home.

Let's take it from the top

Simply Balanced Solutions can work hand in hand with you and your agent, advisors, accountant and attorney to make sure all the expected tasks are performed so you don’t have to.

No matter where you are, your finances will be taken care of.

Do you know where your important papers are???

As life happens, so does documentation. Legal documents, investment statements, tax forms come in throughout the year.  We can either set up a filing system for you or maintain the paperwork for you. So your information is there when you need it.

Get & Stay organized

Protect Your Accounts

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Monthly bills and account statements need to be examined and monitored on a regular basis to protect against loss due to identity theft and fraud. It’s important to catch the irregularities, report and fix them quickly. Simply Balanced Solutions can help you be vigilant and follow up when needed so you don’t have to.

Services you may want.

While our services are vast, they are also highly personalized to your needs.

Classify and Reconcile

Protect your Accounts

Reporting

Budget & Plan

Bill Pay

Get  & Stay Organized