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Ballast Advisors – Serving Punta Gorda and Southwest Florida

Our team of financial advisors in Punta Gorda is uniquely positioned to help you with your retirement goals.

We utilize a personalized approach to retirement planning that incorporates income distribution planning, investment management, Social Security planning, health care planning, long-term care planning, estate planning and risk management.

We draw on the extensive experience of our financial professionals to help create a clear, actionable road map in planning your retirement.

 

Ballast Advisors is a proud member of 
Punta Gorda Chamber of Commerce

 

 

Thinking about retiring in Charlotte County?


We work with snowbirds, new retirees as well as those who are permanent residents of Florida.  We specialize in helping our clients navigate the ins and outs of variables like residency laws, which have financial and tax implications for those in transition. Here are a few resources for you to see how Ballast Advisors can help you, and some retirement calculators that offer some insight into your financial plan and goals for retirement.

 How we help:

  • Planning for Retirement and Social Security
  • Fundamentals of Defined Benefit Plans
  • Fundamentals of Defined Contribution Plans
  • Fundamentals of 401(k) Plans
  • Traditional, Roth, and Simples IRAs
  • 403(b) Plans and Other Plan Issues
  • Retirement Plan Distributions
  • Deferred Compensation and Stock Plans
  • Employee Group Benefits

 

Our Team:

 

 

 

 

 

Life in Punta Gorda

 

Charlotte County in Southwest Florida is a fast-growing community, with tons of amenities you’ll love.  Here’s a list of some helpful links for the area as you are visiting or considering relocation.