Tiffany Ballard (AIF®, CFP®, MSPFP)

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

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

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