Appropriate Balance Financial Services Announces Expansion Plans by PR.com

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									Appropriate Balance Financial Services Announces Expansion Plans

Bellevue-based Appropriate Balance has recently added four key employees, not only to help expand
services to current clients, but to help facilitate the growth the firm expects in coming years.

Bellevue, WA, September 10, 2011 --(PR.com)-- Appropriate Balance Financial Services, Inc. (ABFS)
has recently announced the addition of several new members of the ABFS Team as part of a longer term
growth and development plan.

According to Bruce Yates, president of ABFS, “We are very excited to have found people of such high
caliber. They bring new depth and expertise to the firm and will do an outstanding job of serving our
clients and driving our business forward.”

Mark Jaeger joined ABFS in March 2011 as the Chief Operating Officer. Mark previously held a similar
position, as well as that of Chief Investment Officer, while at Moss Adams Wealth Advisors for 10 years
and has over 30 years of experience in the financial services industry. Mark earned a Bachelor of Arts
Degree in Economics from the University of Washington and is a Certified Financial Planner™
practitioner and holds the Accredited Investment Fiduciary® designation.

Doug Custer joined ABFS in July 2011. Doug was a financial consultant and Vice President at Charles
Schwab for almost 15 years. He has over 17 years of experience in the financial services industry. Doug
earned a Bachelor of Science Degree in Finance from the University of Maryland. He is a Certified
Financial Planner™ practitioner.

Julie Dowell joined ABFS in 2010. Julie was a financial consultant and Vice President at Charles Schwab
for 25 years and has 28 years of experience in the financial services industry. Julie earned a Bachelors
Degree in Business Administration from Pacific Lutheran University. She is currently studying for the
Certified Financial Planner™ exam.

Brian Johnson joined ABFS in March 2011 as an Assistant Portfolio Manager. Brian earned a Bachelors
Degree in Business Administration from Pacific Lutheran University. Brian previously worked as a
portfolio manager/trader for a private investor for 8 years. Through his daily interactions with the market
and that mentor/employer, he has acquired extensive knowledge of security and technical analysis,
market trends and trading.

“Doug and Julie have exceptional client relationship skills, Brian will significantly strengthen our
portfolio management team, and Mark will help us stay focused on building and managing the business.
All four bring valuable experience and substantial skills to the ABFS Investment Committee,” said Yates.

"ABFS also has plans to upgrade its technology to offer client portals which will allow clients instant
online access to portfolio information and reports, a documents vault, and enhanced client
communication. “We are also looking at adding video conferencing," said Mark Jaeger. “We have clients
around the country. Making sure we can stay close to them and addressing their needs is critical to our

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success and theirs.”

Such new technology, combined with additions to the portfolio management team, will help ABFS to
further enhance its investment strategies, which focus on capturing return potential while managing
downside risk. The firm has a reputation for its past success in protecting investors' capital through
turbulent markets. Although past performance is no guarantee of future results, ABFS is known for its
ability to manage portfolios through difficult market conditions.

Additional business plans include the expansion of financial planning capabilities and the introduction of
new marketing and outreach programs to attract new clients.

About Appropriate Balance Financial Services:

Founded in 1984, Appropriate Balance Financial Services, Inc. (ABFS) is a Securities and Exchange
Commission (SEC) Registered Investment Advisor and wealth management firm located in Bellevue,
Washington.

For over 27 years, ABFS has been assisting individuals and companies with their long-range financial
goals and objectives. ABFS provides expert investment advice as well as ongoing investment
management. With more than $350 million under management for clients in 26 states, ABFS is large
enough to achieve "institutional" economies of scale, yet small enough to maintain an independent
approach to investing. The firm is best known for its focus on protecting investor wealth in bear markets.

For more information visit www.appropriatebalance.com or call 888-451-0499 (toll free).

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Contact Information:
Appropriate Balance Financial Services, Inc.
Mark Jaeger
888-451-0499
Contact via Email
www.abfsnw.com


Online Version of Press Release:
You can read the online version of this press release at: http://www.pr.com/press-release/352331


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