About Us

Ballard Financial Group’s mission is to provide professional, yet personal, service that can help our clients feel good about their retirement strategies, regardless of market conditions. We take the time to get to know each of our clients and develop a relationship built on trust, honesty and integrity so we can be the last advisor they will ever need. At Ballard Financial Group, we ensure your personal situation is reflected in your financial plan.

Whether you’re looking to plan your retirement or for investment management, your plan is crafted to address your specific needs and is explained to you in terms that are easy to understand. Our services include:

  • Income planning
  • Estate planning
  • Retirement planning
  • Fixed and index annuities
  • Long-term care annuities
  • Insurance: life, Medicare, long-term care

Meet Chris Ballard

Chris Ballard is owner and CEO of Ballard Financial Group. He has over 25 years’ experience in the insurance and annuity industry and holds a bachelor’s in economics from Eckerd College and earned his certification as a Certified Financial Planner (CFP) from the University of Denver.

Before starting in the industry in 1987, Chris pursued a career in the FBI. One month before he was scheduled to start training, the government went on a hiring freeze. A friend recommended he do senior healthcare insurance, and he did. Eight years later, Chris opened his own practice.

Chris holds a Series 65 license as well as life and health licenses. In addition, he is a CFP, Florida LTC Partner and an investment advisor.

Chris lives in Minneola, Florida with his wife of over 25 years, their two daughters and their Labrador retrievers. He enjoys watching his daughters play sports, going on family outings, riding road bikes, fishing, boating and vacationing with his wife.

About

Ballard Financial Group works with friends and neighbors throughout the Orlando area to help meet their financial goals through the use of insurance and investment products. We are a financial services firm 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.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.

With Ballard Financial Group, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

Contact us 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.

Hello world!

Hello and Good Day! This is Chris Ballard here posting my first podcast. With my podcasts you will learn about the ins and outs of the financial services business and insurance you may need as you get older. You’ll learn everything from the new medicare system that will be coming to us soon, to long term care, life insurance, and different investment/retirement vehicles! Thank you so much for listening and I hope you enjoy the show!