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    Your Retirement Income Checklist
  • We help ensure our clients are concerned more about their lives and less about their money.
    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

    Ballard Financial Group

    Ballard Financial Group works with friends and neighbors throughout the Orlando area to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That's why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.

    With Ballard Financial Group, helping you meet your financial needs is our first priority. It's our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

    Contact us at 352-404-9990 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

    Chris Ballard
    CEO/Certified Financial Planner®
    Chris Ballard is owner and CEO of Ballard Financial Group and has over 25 years' experience in the insurance and annuity industry

    Get to know Chris

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC.

     Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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