Ballard Financial Group

Ballard Financial Group We’re committed to helping you work toward achieving the retirement you want. Chris has 30 years of experience in the insurance and financial services industry.

We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance and investment products to help achieve the objectives of that strategy. The team at Ballard Financial Group is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retir

ement. Meet Chris Ballard, CFP®
As the owner and CEO of Ballard Financial Group, Chris Ballard is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. He has earned the CERTIFIED FINANCIAL PLANNER™ designation and is an Investment Adviser Representative and Insurance Professional. Before starting in the industry in 1987, Chris pursued a career in the FBI. One month before he was scheduled to start training, the government implemented a hiring freeze. A friend recommended that Chris work in the senior health care insurance industry instead, and he did. Eight years later, Chris opened his own financial practice. Chris has passed the Series 65 exam, holds life and health licenses, and has received his CFP® designation from the University of Denver. He has a bachelor’s degree in economics from Eckerd College. Chris lives in Minneola, Florida, with his wife of more than 30 years, their two daughters and their Labrador retrievers. In his free time, Chris enjoys watching his daughters play sports, going on family outings, riding road bikes, fishing, boating and vacationing with his wife.

08/07/2025

Join us on September 2, 2025 at 10:30. RSVP here.

07/07/2025

Markets navigated tariff uncertainties and policy shifts in Q2, eventually stabilizing despite initial volatility. Economic data remains mixed, while increased volatility could lie ahead in the second half of the year. Find out what else happened in our quarterly report:

05/29/2025

We hope to offer you some perspective and confidence with this report, which includes past trends and ways to take advantage of the market to help maximize your retirement.

05/22/2025

April showers bring May flowers, right? Well, sometimes the markets aren't as predictable as the weather. This report will tell you how things might be going this May.

05/15/2025

What have past events taught us about how to handle the present? Check out our report for answers to some of your questions.

05/08/2025

Should you "sell in May and go away"? Our latest report details how you should react to the recent turbulence.

05/05/2025

We broke down markets into a 5-minute read

04/28/2025

Here's what savvy investors should know

04/21/2025

Here's what you need to know

04/14/2025

Here's what you need to know about Q1

Gobble, gobble! We're stuffed with gratitude this Thanksgiving! As the turkey gets roasted and the pies get baked, we wa...
11/25/2024

Gobble, gobble! We're stuffed with gratitude this Thanksgiving! As the turkey gets roasted and the pies get baked, we want to take a moment to thank you for letting us be part of your retirement journey. Your trust and commitment mean the world to us!

11/05/2024

Could you save money on unexpected medical bills?

Address

773 W Montrose Street
Clermont, FL
34711

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

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