Tiffany Ballard specializes in
the following areas of expertise:
- Advising Medical Professionals
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Helping Clients Identify & Achieve Goals
- Ongoing Investment Management
- Retirement Planning & Distribution Rules
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.
We are a family owned firm partnering with individuals as their CFO, in a Fee-Only, fiduciary, capacity for over 23 years. Please contact me if you are interested in discussing your goals, objectives, and dreams for your future.
NAPFA Start Date
March 04, 2004
Industry Start Date
January 01, 2002