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    Here’s our story. We look forward to hearing yours.

    At Ballard Financial Group, our sole focus is YOU.

    About Us

    We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance and investment products to help achieve the objectives of that strategy.

    The team at Ballard Financial Group is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.

    Meet Chris Ballard, CFP®

    As the owner and CEO of Ballard Financial Group, Chris Ballard is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

    Chris has over 30 years of experience offering a variety of insurance products and services. He is a Investment Adviser Representative, allowing him to provide a variety of investment products and services, and he has earned the CERTIFIED FINANCIAL PLANNER™ designation. Before starting in the industry in 1987, Chris pursued a career in the FBI. One month before he was scheduled to start training, the government implemented a hiring freeze. A friend recommended that Chris work in the senior health care insurance industry instead, and he did. Eight years later, Chris opened his own financial practice.

    Chris has passed the Series 65 securities exam, holds life and health licenses, and has received his CFP® designation from the University of Denver. He has a bachelor’s degree in economics from Eckerd College.

    Chris lives in Minneola, Florida, with his wife of more than 30 years, their two daughters and their Labrador retrievers. In his free time, Chris enjoys watching his daughters play sports, going on family outings, riding road bikes, fishing, boating and vacationing with his wife.

    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Chrisballardcfp@gmail.com or call us at 352.404.9990 today!

    Our Guide
    "Your Retirement Income Checklist”

    Discover 10 things you should consider in creating your retirement strategy.

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  • We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.

    Insurance products are offered through the insurance business Ballard Financial Group. Ballard Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Ballard Financial Group are not subject to Investment Advisor requirements. AEWM and Ballard Financial Group are not affiliated companies.

    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. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

    Any references to protection benefits, safety, security 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. 1897420 - 12/23