Life’s Unknowns Don’t Have to Wreck Your Confidence
You work hard for a secure future, but we know it’s not always smooth sailing. Life transitions like retirement, divorce, or the death of a loved one can hit you with waves of uncertainty: Do I have enough? Am I going to be okay? Is there something I’m missing? Add in a complex financial market and it’s no wonder so many of us start to wonder if we’ll reach our goals, or if we’re even on the right course.You don’t have to figure it out alone. Our team of Grand Rapids-based financial advisors can help provide the clarity and security you’ve been looking for.
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Achieving Financial Goals is About More Than Just Hitting a Number
Our team represents over 100 years of expertise in helping clients navigate recessions, career shifts, growing families, and more time and time again. Our services help you enjoy freedom and stability along the way. We’d love to see our personalized guidance bring reassurance to your life.
The best decisions are made with wise counsel. Our team has the tools to help you make sense of your circumstances and the experience needed to identify opportunities that bring you closer to your ideal future.
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Retirement is one of the most complicated financial transitions. We help prepare you for it – setting income goals, maximizing retirement accounts, answering Social Security and healthcare questions.
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Selling or transferring your business? Let our team of business transition planners help you craft an exit plan that honors your hard work and your future.
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As a Wells Fargo Advisor, we’re able to offer products, services, and technology from one of the nation’s largest providers.
Our approach to asset management begins with defining your goals. We align your portfolio with your bigger financial picture and manage your investments to help minimize risk and increase return potential.
What Makes Us Different?
We bring together the best of both worlds. When you work with our financial advisors, you’ll experience the personal attention and care of a small practice, while your plan benefits from the support and resources of Wells Fargo Advisors.
 We take the time to understand your needs and goals so that your plan incorporates every part of your life. We bring together specialists across disciplines, providing the range of skills you may need to face any financial challenge. |
 We intentionally build our team with a breadth of experience so we can serve you, your kids, and your grandkids. It’s not just about short-term investment advice, it’s about long-term security. |
Get Started with Us Today!
Our first conversation is an investment in you, as we listen and answer your questions.
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We put our expertise to work for you, crafting the investment plan that lets you know where you stand and gets you where you want to be.
We continually review your plan and make adjustments as your life changes and your goals grow. We’ll be there to celebrate each win and help keep you on the right course.
Frequently Asked Questions
Are you taking new clients?
Can Ballast Financial Group answer questions that my friend or family members have about their finances?
Does Ballast Financial Group review all investments, or just the investments with Ballast Financial Group?
Can Ballast Financial Group help with investing and other financial needs?
How do you determine investment selection?
What if I don’t feel the timing is right to invest?
Should I diversify my investments across different advisors?
How is Ballast Financial Group compensated?
Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors.