Our Qualifications

We have been working with individuals and businesses in Georgia, New York, New Jersey, and South Carolina for several years.

Our Owner, Brian J. Ball, ChFC^® has extensive personal and professional experience.

Holders of the ChFC^® designation must complete a minimum of eight courses and 16 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements. Over 41,000 individuals have been awarded the ChFC^® designation since its inception in 1982. 

As financial planning’s highest standard of knowledge and trust, the ChFC^® program prepares professionals to meet the advanced financial needs of individuals, professionals and small-business owners. ChFCs can identify and establish specific goals. Individuals who earn a ChFC^® can provide expert advice on a broad range of financial topics including financial planning*, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments* and retirement planning.  For more information on the ChFC^® program, go to www.TheAmericanCollege.edu/ChFC.   

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.