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Our Services

How We Work

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.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (856) 324-3837