James P. Ball

James P. Ball, CFP, ChFC, CLU has spent over twenty-five years in the financial services industry as an educator and advisor. He also enjoys serving on the board of several non-profit organizations benefiting the local community

In his role as a financial advisor, James emphasizes safe money and distribution planning when working with retirees or those close to retirement to help ensure they don’t outlive their money. As a fiduciary, his focus is on the client’s best interest – not that of an insurance company or financial organization.


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