Understanding Today’s Financial Environment
Welcome! I’m Eric S. Ball, a CERTIFIED FINANCIAL PLANNERTM with Ball Wealth Management in Porterville, CA. I understand the challenges and complexities that people face in their financial lives. My goal is to help take the mystery out of the world of finance and assist you in coordinating your finances in order to pursue and enjoy financial freedom. Whether you are investing for retirement, college savings, insurance or estate planning, or just need to ask a question, my firm Ball Wealth Management, offers personalized service which focuses on your needs, wants, and financial goals and objectives.
With over 30 years of experience in financial services, I can help you address your needs of today and for many years to come. My staff and I look forward to working with you through all stages of your life. Our website has tools and resources to help you get started. Please contact me at (559) 784-0957 or at firstname.lastname@example.org to schedule a complimentary initial consultation.
I look forward to meeting you.
"Thank God I Paid For the Rolls! "
The stock market crash of 2008 was the ultimate "Failure to Proceed" and caused panic and anxiety. With real life stories and experiences, and a wry sense of humor, Eric Ball wrote "Thank God I Paid Cash For The Rolls!" to offer a unique perspective on the financial crises and provide insights, concepts and strategies to help you both survive and thrive in an uncertain world. No matter what the future holds, the principles explored in Eric's book will be valuable for your financial planning.
With so many books on financial planning in the market, why would you choose “Thank God I Paid For The Rolls!” Because it makes sense!! Eric’s extensive years of experience, trials and tribulations as a Financial Planner along with his personal experiences has made him highly regarded in his field.
With Eric's book, you will gain knowledge of:
- Developing a long-term perspective in a short term minded world.
- You will gain from the experiences of people who have faced financial crises in the past and how they address the challenges.
- Ideas for setting financial goals and practical steps to implement them.
- Strategies to coordinate your investment and retirement plans.
- Practical steps to manage, reduce and eliminate debt.
- Practical ideas for both the beginner and the seasoned investor.
The stories, ideas and concepts in this book make it the perfect foundation for a high school or college graduate. This is a perfect gift for anyone wanting to expand their financial horizon.
To get a copy of Eric' book, simply CLICK BELOW, or better yet, call our office at (559) 784-0957 and Eric will send you an autographed copy.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Even low inflation rates over an extended period of time can impact your finances in retirement.
At what point can you call a personal vehicle commercial?
Learn when it may not make sense to file a claim on your home insurance.
For homeowners who think their property taxes are too high, there are ways to appeal.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
What if instead of buying that vacation home, you invested the money?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”