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Balanced Financial Services - Craig Nieschwietz, CPA Investment Advisor

311 N Front St
Falls City, TX 78113

Phone:

830-299-4781

Fax:

830-299-4786

E-mail:

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Videos

We have interesting videos for you to watch on my site.

Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting calculators on my site.

Craig Nieschwietz, CPA - Investment Advisor

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

 

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Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure

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For additional information click here.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Determine whether you should consider refinancing your mortgage.

How much can you afford to pay for a car?

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck