Broker Check
The Cycle of Investing



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 eric.s.ball@lpl.com 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.

Click Here

Helpful Content

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

 

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

View all articles arrow

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

College Savings

See how much you may need to save now to cover future college costs for your child.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

View all calculators arrow

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

View all videos arrow