Since our founding, our vision remains steadfast: build a team that we would want to take care of our own families.
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We believe the best work is done through collaboration. Within our team, with our clients. Principles in practice together.

The Ballast Experience is the continuous refinement of a personalized financial map.
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Getting Creative with College Funding
Cameron Hamilton

In our previous discussions about college planning, we’ve discussed where and how much to save while acknowledging that these questions require several assumptions.  Is it sensible to make saving for college a major financial goal when there’s no guarantee the child will attend?  That’s a tough question for families and for this reason, we favor … Continued

Year-End Planning Ideas and Changes for 2019
Frank Yozwiak

It’s the most wonderful time of the year! Sure, we have the holidays all around us, the smell of pine trees and nutmeg fills the air, the glow of the fireplace keeps our loved ones warm, and sparkling lights decorate our neighborhood streets.  But let’s be honest, we all know everyone truly loves the end … Continued

Educating Heirs on Student Debt
Cameron Hamilton

One of my favorite television shows is Shark Tank, which shows aspiring entrepreneurs pitching their business plans to seasoned investors, the “sharks,” in hopes of an investment.  The sharks use their own money to invest, so they ask tough questions to help evaluate the business’s potential.  Have they demonstrated sales?  How much does it cost … Continued