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.
Helpful Content
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
View all articles 
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.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
College Savings
See how much you may need to save now to cover future college costs for your child.
View all calculators 
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.