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

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

 

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

U.S. Personal Savings Rate

What can be learned from the savings rate?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

View all articles arrow

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

College Savings

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

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

View all calculators arrow

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

View all videos arrow