Anxious about retirement? You should be.
The sooner your see us, the better your chance of a successful outcome.
The President has a spending plan. Do you?
If not, you should. It's the second step toward living within your
means.
Where does your financial path lead?
That first step is knowing whether you will run out of money -- and
if so, when.
How risky do your investments need to be?
Target 7%+ if risk-averse? Or 13%+ if aggressive? Or are you in between?
Do you own too much life insurance?
If there's the slightest doubt, you need an objective assessment.
Do you know how to avoid estate taxes?
Even Buffett and Gates can do so -- legally, with zero life insurance.
Do you pay too much income tax?
We can redo your last three tax returns for comparison.
Need college-planning help?
We've got a specialist on staff for you to confer with.
What to do about your 401(k)?
Bring us full information about it, and we will suggest what to do.
Will you live old age in poverty or comfort?
If the right answer requires the right lottery ticket, you need help
now.
Got wealth? Fear losing it?
The first two steps: Avoid tort predators and inappropriate investment.
Got wealth? Hate stocks and bonds?
Then explore alternatives not burdened by a broker's sales pitch.
Like securities? Could you do better?
Our unique quarterly portfolio evaluations include specific suggestions.
Hate your investment people?
Perhaps you should. But if we think they're doing OK, we'll say so.
You're a do-it-yourself investor?
We present a world of help for those who don't delegate.
Hate your job? Maybe we can help.
Career selection and career management are part of what we do.
Thought about starting a business?
We like entrepreneurs, and we know small business. We can help.
Need a sounding board? We're all ears.
We like good ideas. We can encourage them and maybe do more.
Where does your life's path lead?
Knowing the answer can be more comforting than wealth.
Divorced? Widowed? On your own?
Our five fee-only advisors can help you survive the money part, and
more.
Moving toward getting married?
See us first, together. We can help you sidestep a world of hurt.
Make Your Kid Rich? We wrote that book.
The time value of money and $500 to invest may be all you need.
Your Financial Plan? We wrote that, too.
If you don't know where you're going, how will you know when….
Internet, Money & You? Yes, we wrote it.
Go to
amazon.com, the books section, and search two words: Gene Balliett.
Impressive staff? We don't mean to boast….
So, see for yourself: Go to BalliettFS.com,
All About Us,
Who We Are
We're in Winter Park, Florida, 10 minutes from downtown Orlando. We are about
45 minutes from
Orlando
International Airport (MCO) and less from
Orlando Sanford
International Airport (SFB). |
Balliett Financial Services, Inc.
631 South Orlando Ave
Suite 400
Winter Park, Florida (USA) 32789-7121
1-800-624-8961
1-407-740-5113
Fax: 1-407-740-5228
Questions? : Send E-mail to:
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Last updated 10/27/2008
Daily Hotline updated
Friday, 21-Nov-2008 07:56:41 EST
Site maintenance (Web site and e-mail will not be available) usually
on Saturday mornings from 5am to 8am. ET
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