ESTATE PLANNING

Mr. Ballinger works with a team of specialists to meet your needs in the areas of estate planning and business succession planning.  Using a holistic approach, the team works with you to review your financial position and determine what type of estate plan will work best for you.  The team also provides investment advice and counseling and financial planning to meet your short term and long term financial goals.  If you are a business owner, we will help you develop and implement a plan to sell the business or pass it on to your family.
            The team also conducts seminars to address these issues.  If you are interested in setting up a seminar for your employees or church members, please contact Mr. Ballinger’s office.