Ballard Financial

At Ballard Financial Group, we believe in helping our clients gain control over their financial future. Our mission is to ensure that our clients are more concerned about their lives and less about their money. We achieve this by creating personalized retirement income strategies that cater to the needs of individuals in or nearing retirement.

We understand that market fluctuations and economic uncertainty can be challenging for your financial strategy. Therefore, we are committed to earning your trust by thoroughly understanding your goals and dreams. Our experienced professionals are not just knowledgeable about finances, but also understand the importance of priorities, family, and confidence in your financial future.

Our firm, Ballard Financial Group, works closely with friends and neighbors throughout the Orlando area to help meet their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Our Services

At Ballard Financial Group, we offer a range of services designed to help you meet your financial goals. Our focus is on retirement income strategies, annuities, life insurance, and wealth management. We understand that each client has unique needs and goals, and we tailor our services to meet these needs.

Retirement Income Strategies: We help you create a personalized retirement income strategy that ensures your retirement income lasts as long as you do. We understand that retirement can be a challenging time financially, and we want to ensure that you have the financial security you need to enjoy your retirement years.

Annuities: Annuities are insurance products that can provide a steady income stream for a specified period or for your lifetime. They can be a valuable tool in your retirement income strategy, providing a predictable income source that can help you meet your financial goals.

Life Insurance: Life insurance can provide financial security for your loved ones in the event of your death. It can help ensure that your family is protected financially, even if you are no longer there to provide for them.

Wealth Management: Our wealth management services are designed to help you grow and protect your wealth over time. We understand that managing your finances can be complex, and we want to help you make informed decisions about your investments and other financial assets.

Meet Our Team

Our team at Ballard Financial Group is led by Chris Ballard, CFP, CEO and Investment Adviser Representative. Chris has over 30 years of experience in the insurance and annuity industry and is dedicated to helping our clients achieve their financial goals. He is committed to earning your trust and helping you feel confident in your financial strategies.

Contact Us

At Ballard Financial Group, we are here to help you address your financial concerns. We understand that your financial situation is unique, and we want to help you create a personalized financial strategy that meets your needs. Contact us today at 352-404-9990 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.