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Ballast, Inc.

Ballast - Financial Advisor Lexington, KY | Financial Planning | Wealth Management | CFP

Who is Ballast, Inc.?

As fiduciaries, we are committed to putting your best interests first with the highest standards of care at all times. We provide you with extensive knowledge and expert financial advice through consultations, articles, and webinars. Legally we are held to the highest standard of client care. We are adding new clients who we believe we can create value for. We are transparent, trustworthy advocates with a passion for financial education. Share your goals, lifestyle, and ambitions with us, and our team will create a tailored plan to assist you in achieving them. Our team of experts proactively anticipates and solves your needs by taking the time to understand your goals, passions, and what truly matters to you and your legacy. We work together to make your goals a reality, guiding you through some of the most important financial planning steps of your life so you can continue to make the most out of your financial security.

This company is:

Service provider

Lexington, United States

1-10 Employees

Founding year: 2015



Products & services of Ballast, Inc.

Product How Much Income Should I Defer? - Ballast  image
Product

Verified

How Much Income Should I Defer? - Ballast

It's often recommended to defer as much income as possible to be properly prepared for retirement. Most of these strategies involve only qualified deferrals.

Product How Much Income Should I Defer? - Ballast  image
Product

Verified

How Much Income Should I Defer? - Ballast

It's often recommended to defer as much income as possible to be properly prepared for retirement. Most of these strategies involve only qualified deferrals.

Product Portfolio Rebalancing - Ballast image
Product

Verified

Portfolio Rebalancing - Ballast

Below are our key conclusions when considering rebalancing as part of an overall investment management: Developing asset allocation through a thoughtful understanding of the individual client remains the most important factor. Unemotional investment decisions are essential. Rebalances are essential for long-term asset management but are not the leading factor. At the beginning of most … Continued

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Keywords

Investment advisory service
Roth
Asset Allocation
Retirement Planning
College Savings
Portfolio Management
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Tax Reductions
Financial Services
Financial Planning
Personal CFO Services
Other Financial Investment Activities
Finance and Insurance
Estate Planning

Industries

Financial Services

Contact of Ballast, Inc.

City: Lexington

State: Kentucky

Country: United States



Frequently asked questions (FAQ) about Ballast, Inc.

The company Ballast, Inc. is located in Lexington, Kentucky, United States. It's worth noting that the company may has more corporate locations

As of the latest available information Ballast, Inc. has around 1-10 employees worldwide.

Ballast, Inc. was founded in 2015

The company Ballast, Inc. has it's main focus in the industries of Financial Services

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