Our Services

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.