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
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
View all articles 
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.