People contact us every day wanting more information about how to prepare for everything from retirement to college planning to the devaluation of our currency.
Just as people have different concerns, they also deserve different answers to those concerns and not some "one size fits all" approach.
We encourage you to contact one of our approved financial professionals who are located close to you for an appointment to discuss your concerns. If you want to schedule time to visit with Professor Ballance directly we have 2 options for you. You can have 15 minutes of his time to address your most basic concerns for a small fee. Click here to submit your request for a 15 minute personal review.
You can also schedule a full hour of his time where he will personally evaluate your existing financial portfolio and make some suggestions based upon your goals, investment philosophy and your risk tolerance. You can send any and all information you'd like (please do not send account numbers or Social Security numbers) to our office and Mr. Ballance will review them before your 1 hour call.
Complete the form below to submit your request for your 1 hour financial review.