Tiffany Ballard (AIF®, CFP®)

Tiffany Ballard focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

We provide Fee-Only, Fiduciary, comprehensive financial planning as an integral part of your Total Wealth Management. Our mission is helping you fund your dreams and live your Ideal Life. Partnering with you as your personal Chief Financial Officer in a fiduciary capacity, we empower you, and a finite group of Ideal Clients, to live your Ideal Life. As your partner and advocate, we serve as your guide and educator having only your personal, unique, best interests at heart.

Additional Information

We are a family owned firm partnering with individuals as their CFO, in a Fee-Only, fiduciary, capacity since 1985.  Please contact me if you are interested in discussing your goals, objectives, and dreams for your future.

NAPFA Start Date

March 04, 2004

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This Office

213 Draperton Drive, Ste B Ridgeland, MS 39157 Phone: (601) 956-5181 Fax: (601) 956-5374