You deserve retirement confidence.

We’ve been delivering it since 2002.

Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.


1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. Evaluate

Using the Retirement Roadmap, we'll examine your current financial situation and determine your retirement needs.


3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.


Smart Retirement

Everything you should consider before the paychecks stop, Chapter 1

Between Google, Alexa, and countless other online tools, smart technology seemingly has an answer for everything. But to fully prepare for a smart retirement, you may want help from experienced professionals who truly listen to your needs and provide customized strategies—not one-size-fits-all responses.

In their first book, Michael Ballard and Heather Hernandez share the processes and lessons they’ve learned through their years of experience as insurance professionals and Investment Adviser Representatives in the financial services industry.

Inside Smart Retirement, you’ll find guidance on timely topics such as:

• Identifying your sources of retirement income
• Optimizing Social Security
• Preparing to pass on an estate or leave a legacy
• And much more!

Is Your Strategy as Unique as You Are?
It should be.

“Our mission is to get to know and understand your needs, wants and long-term goals. We want to help you develop, implement and monitor a strategy that’s designed to address your individual situation.”

Mike Ballard
Founder & Wealth Advisor

Mike Ballard
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