Our Guide
Your Retirement Income Checklist
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We help ensure our clients are concerned more about their lives and less about their money.
Access the First Chapter Now!
In his new book, “That Was Easy! Putting the Retirement Puzzle Together,” Chris Ballard answers many of the questions retirees and pre-retirees face every day. Now, you can download the first chapter of Chris’ book at no charge. In this complimentary chapter, you’ll learn how Chris was inspired to get into this industry, as well as potential risks to your dream retirement and ways to avoid them.
Advisory services are offered through Ballard Financial Wealth LLC, an Investment Advisor in the State of Florida. The information contained here should not be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results. Moreover, this material has been derived from sources believed to be reliable. Still, it is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
WHY WORK WITH BALLARD FINANCIAL GROUP
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, CFP® CEO & Investment Adviser Representative
Chris is owner and CEO of Ballard Financial Group & has over 30 years experience in the insurance and annuity industry.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.