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Financial Planning


EVERYONE SHOULD BE CONCERNED


Each of us, no matter our age, should be concerned about retirement; the time when our income-producing days transition into retirement years. Planning for that eventuality has become more complex and uncertain but no less important. Other financial objectives, such as providing college tuition for children and grandchildren, and our desire to leave our family a financial legacy add further complexity.

WHY CLIENTS ENGAGE US TO HELP THEM WITH THEIR PLANNING


Ballen & Company, inc. does not sell or recommend investment products nor do we take fees from those who do. We are entirely objective with only our clients' goals in mind. We offer goal-based planning for those who recognize that an objective, quantitative in-depth approach to peering into the future is necessary to provide for themselves and for their family's future.

THE PLANNING PROCESS


We work closely with your financial advisor. Our multi-step process involves estimating and projecting asset values, including future amounts set-aside through savings plans, and forecasting life-style and life-event expenditures. Then, by matching the cash flow produced from household sources to costs expected to be incurred, a realistic assessment of the ability to fund retirement and other needs can be achieved. Subsequent changes in assumptions regarding spending patterns, savings rates, risk appetite and returns on investments can be tested to determine the convergence of costs with the ability to pay for them during life and beyond.

The planning process is not static. As the future unfolds, plan assumptions may need to change. Our computer-based approach allows easy, periodic re-evaluations.

YOU ARE NOT ALONE!


Ballen & Company, inc., along with your trusted financial advisor, helps you gain confidence that the future can be faced with greater certainty. Please call if you would like to discuss how Ballen & Company, inc. can assist you in planning for the future.




Artwork by Mark McMahon


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1401 N. Western Ave, Suite 2, Lake Forest, IL 60045
847-295-0671