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.