At Ballast Financial, we’re proud to offer a wide range of services to our diverse client base, including:
- Comprehensive financial planning
- Comprehensive investment management
- Retirement income planning
- Estate/legacy planning
- Long-term care insurance
- Individual fixed income strategies
- Insurance and annuity planning
As a hybrid advisory firm, we are able to offer flexible fee models for our services:
- Fee-only and traditional brokerage asset management and investment planning
- Hourly fee-based consulting services
We look forward to learning more about your unique financial planning needs and requirements — contact us today.
Contact us now and make an appointment to discuss your situation.