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

Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Wedding Budget Calculator

Wedding Budget Calculator

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

Women on the Rise

Women on the Rise

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

 

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

It Was the Best of Times, It Was the Worst of Times

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

View all articles arrow

Comparing Mortgage Terms

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

Inflation & Retirement

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

Comparing Investments

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

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Assess Your Life Insurance Needs

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

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

View all calculators arrow

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Saving for College 101

Here's a crash course on saving for college.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

View all videos arrow