Medallion Financial Resources http://www.medallionfr.com/

James Ball, CFP, ChFC, CLU

Certified Financial Planner
211 Nokomis Ave S.
Venice, Florida, US
34285
(941) 486-0305

Service Area: Colorado, Iowa, Sarasota, Florida, State of Florida

Profession: Financial Planner, Annuity Specialist, Insurance Specialist, Estate Planner, Senior Financial Planner, Financial Advisor, Financial Planner, Wealth Advisor, Investment Advisor, Investment Representative

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Recent Comments/Answers by James Ball, CFP, ChFC, CLU

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Recent Blogs by James Ball, CFP, ChFC, CLU

401K RESCUE PROGRAM

Submitted by jball on Mon, 07/19/2010

In today's volatile, unpredictable stock market environment, it is very difficult to predict the future value of a retirement plan.

As an example a 45 year old client contributing $10,000 per year to a 401K growing at 6% growth would accumulate to $423,923 at age 67. Using a 6% growth rate during distribution the client would receive $27,834 per year to age 100.

401K RESCUE PROGRAM

45 year old client contributes $10,000 per year to IUL policy at 8.6% to age 67 would receive $57,012 per year TAX FREE to age 100. That is a total payout of $1,938,408

Business Description

James Ball has over 15 years of financial services experience and is a Certified Financial Planner TM, Chartered Financial Consultant, and a Chartered Life Underwriter.. Among other accomplishments, Mr. Ball is one of Ed Slott’s "Elite IRA Advisors" providing IRA counceling to estate lawyers, CPA’s and clients. Mr. Ball has taught continuing education courses on annuities to estate lawyers and CPA’s. He has extensive experience with alternative investments, oil & gas, REITS and equipment leasing projects, providing true portfolio diversification for clients. He is currently assisting new clients, who qualify, with 401K recovery programs designed to provide guaranteed benefits to replace or supplement their current qualified portfolios.

He is past president of Venice sunrise Rotary and the Sarasota Association of Insurance Professionals. He serves on the board of directors of The Student Leadership Academy, a charter school and The Loveland Center, a non-profit organization helping adults with developmental disabilities "lead their lives to the fullest".

General Information

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.
Medallion Financial Resources and Woodbury Financial Services are not affiliated entities.




>> Click here to contact James Ball, CFP, ChFC, CLU