Troy "TAB" Ballard, Financial Professional

05/25/2026

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

04/05/2026

Easter is a time for celebration, family, and fun! From my family to yours, happy Easter!

03/30/2026

Health and wealth go hand in hand. Just like your body needs regular check-ups, so does your financial health. Let’s create a financial strategy that supports your goals, now and for years to come.

03/13/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

03/09/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company,…

02/19/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

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02/16/2026

On Presidents' Day we celebrate the leaders of the past who inspire us to do what it takes to protect the ones we hold dear.

01/30/2026

What have you done in the past that has paved the way for your success today?

01/28/2026

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can help make sure you're saving the right way for the goals you want to achieve. Reach out, and let's make sure your retirement is picture-perfect.

01/22/2026

Thinking about retirement but unsure where to start? Lisa and Tom were in the same position. Despite being diligent savers in their 50s, they felt uncertain whether they'd saved enough to retire comfortably. Watch their story to see how they were able to gain clarity and create a strategy tailored to their goals. If you don’t feel confident about your retirement income, reach out today. Together, we can take the first step toward securing your future.

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