Comprehensive Written Financial Plans
Asset Planning Corporation, our registered investment advisor firm, develops and implements a comprehensive financial plan designed to accomplish your financial objectives. You will be given special assistance in defining and setting financial goals. We review and analyze your assets, liabilities, wills, trust agreements, corporate documents, partnership agreements, tax returns, retirement plans, insurance policies, estate management solutions, and other relevant documents. We provide written recommendations and alternative solutions for all appropriate areas. Our plans are done on a fee basis.
Tax and Investment Management Analysis
Asset Planning Corporation provides a detailed analysis of your investments, in relationship to your income and capital gain taxes, now, and in retirement. We familiarize our clients with all appropriate tax advantaged mutual funds and stock programs. Plus the various tax advantage investments, funded during your lifetime to provide tax-free or substantially tax sheltered income. This requires a distribution plan be designed for your 401K, IRA’s, stock options and annuities. This includes the new-pooled income trusts or simply the most tax-advantaged strategies for maximizing your current asset base.
Portfolio Management
Another service of Asset Planning Corporation is Portfolio Management. We provide tax-advantaged management for individual securities, mutual funds, pension and profit sharing plans, and IRA’s.
Risk Management Analysis Including:
Life, health, disability and long-term care. By remaining independent Ballard Associates represents the strongest and most innovative insurance companies in the country. All our plans provide a life insurance or “capital needs analysis”.
Complete Brokerage and Asset Management Services.
We are associated with Mutual Service Corporation, a financial planning brokerage firm that reviews numerous programs for the independent financial planning practice. Diverse, quality product availability, is very important to us, and gives our clients access to a large range of security and insurance products. We are licensed to sell and broker almost any type of product including: stocks, bonds, mutual funds, etc. We are not tied to any particular product or company. Thereby, allowing us complete independence to act totally on our client’s behalf.
State of the Art Updating and Informational Wealth Management Services
Because of Mr. Ballard’s background in systems design, Ballard Associates can instantly update your portfolio to provide you with monthly, quarterly, or daily reports. Our tracking and response capabilities, newsletters, seminars, courses, and correspondence is designed to keep you informed and on course.
Family conditions, economic environment, tax laws, or just lack of review are given special attention and consideration. Our financial projections and updating portfolio presentations are done regularly, without additional fees. The end result is a program sensitive to your individual temperament, an effective strategy for accomplishing your goals.
Corporate and Community Educational Services
We stress education; sharing the latest concepts and strategies our clients become informed consumers. We consistently give seminars on financially related issues for various corporations and adult education classes for our town and college communities.
These include United Technologies, Hallmark, Hartford Hospitals’ Planned Giving Committee, McCauley and Duncaster Retirement Communities, Tunxis Community College and Rensselaer’s Alumni Association. All attendees receive a copy of Mrs. Ballard’s book: Profit and Prosper through Tax Estate and Investment Planning Strategies, Peregrine Press.
For more information about our Services, Corporate Seminars and Course materials,
e-mail Ballard Associates at:
normanballard@msn.com or call 1-860-674-1922.
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