Steven Schmidt - Ballast Advisors
About the Business
Ballast Advisors is a financial services firm based in Minneapolis-St. Paul, Minnesota and Punta Gorda, Florida. We are dedicated to providing our clients with comprehensive financial planning, retirement planning, and personal and small business financial services. Our team of professionals operates in a fiduciary capacity, meaning we offer unbiased advice and recommendations that are tailored to each individual's specific needs and interests, while being completely transparent throughout the process. We believe that creating a comprehensive financial plan is the best way to ensure our clients receive excellent advice.
We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
Related Merchants
Gunter Financial Services
At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.
Net Worth Advisory Group
We are Certified Financial Planners® and investment advisors who specialize in retirement planning and wealth management. We never earn commissions, but provide objective advice instead. Our focus is on helping people transition from the workplace into retirement, and making sure that those already retired have enough money to last them. Most of our clients are either very close to retirement or have already retired. We also help younger business owners find ways to save for their retirement. At Net Worth Advisory Group, we make sure that all our clients have a comprehensive financial plan, and then meet with each client every six months to ensure that it is up to date and that investments are performing well. As a NAPFA-registered fee-only advisory firm, we only offer advice that is in our clients' best interests, and not tainted by a desire to sell products that could pay us large commissions. It is important to note that anyone can call themselves a financial planner. However, only someone who has met the strict education, examination, experience and ethical requirements set by the CFP® board can become a Certified Financial Planner® (CFP®). Out of approximately 800,000 financial advisors in the US, only 55,000 have earned this designation. All of the advisors at Net Worth Advisory Group are either CFPs® or CFPs® in training.
JH Advisers
Financial advisors can help people strategize and make informed decisions about their money. At our family-owned and independent firm, we specialize in comprehensive financial planning. Our services range from investment advice and 401k decisions, to tax reduction strategies, Social Security maximization, and even advanced planning software solutions. All of our advisors are Certified Financial Planners. However, please note that we do not offer debt or credit counseling and are not tax preparers or attorneys. We are here to help you invest in your future and ensure a comfortable retirement. With our professional guidance and expertise, we can walk you through the various strategies and options available to you, so that you can make the best decisions for yourself and your family.
oXYGen Financial
At oXYGen Financial, our mission is to provide comprehensive financial planning services and help you manage your cash flow, insurance, wealth management, taxes, retirement, and estate plan. We can assist small businesses too and, most importantly, we want you to feel at ease with your finances. Our team of experts are dedicated to providing superior service and insights that are tailored to your individual needs. We strive to create personalized strategies and solutions to ensure you have peace of mind about your financial situation. Our process is comprehensive and includes comprehensive analysis of your assets and liabilities, as well as strategies for risk management and wealth building.
Synergy Financial Management
Synergy Financial Management, LLC is part of a financial system that offers three services to business owners: money management, valuation and consulting, and M&A advisory services and business transactions. Individuals and trusts can also benefit from two professional services: money management and comprehensive financial planning. We help entrepreneurs integrate their personal and business financial planning. We provide assistance in acquisitions, marketing and promotion of businesses for sale, and maximizing a business's value. Starting the day a business opens its doors, it's important to start an exit plan. We give practical advice to avoid pitfalls that could reduce a business's value. We offer a free Wealth Assessment Check-up to begin our relationship. Afterward, we can suggest a custom solution to meet your objectives. Contact us today and see how we can help you optimize your exit plan.
Creative Financial Partners
Creative Financial Partners was established to assist our customers in all areas of their finances. We pride ourselves on offering a highly personalized service and have gained recognition for the excellence we provide. Our mission is to help our clients achieve financial stability and independence through comprehensive financial planning, investments, banking and retirement planning. Our team of experienced professionals are dedicated to helping our clients reach their goals. We strive to provide the best possible services and offer a wide range of options. We also work with Securities Service Network, Inc, a registered broker/dealer, which is a member of FINRA & SIPC.