Our History

And then there was three... Generations that is.

Planning your personal, family and business
financial security, since 1964.

When Fred Ball started his practice in 1964, we can only imagine he thought and hoped, that perhaps, one day his future children would join him and take his business well into the future.

Fast forward 55 years and not only has his daughter Jennifer celebrated her 25th year in the business Fred’s grandson Bryan has made a successful transition into the business as well.

Fred Ball would be a very happy man knowing his legacy and business has transitioned to Jennifer’s legacy and Bryan’s future for many more years to come.