We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!
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It’s never too late to take the first step or get a second opinion.

If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

It is important to feel you have control over your future. At Ballard Financial Group, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

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.

If you would like to learn more about Ballard Financial Group or would like to schedule a no-obligation meeting, please contact us today!

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Contact Us Today!

Phone: 352-404-9990

Fax: 352-388-1909

Email: chris@ballardfinancial.com

Address:
773 W Montrose Street
Clermont, FL 34711

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

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