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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.

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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The world of higher education is constantly evolving. Here are some key updates for 2026.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Determine whether you should consider refinancing your mortgage.

This calculator can help you determine whether you should consider converting to a Roth IRA.

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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