As a financial professional, Bill Ballou is dedicated to providing his clients with the professional and individual attention necessary to help them achieve their financial goals. With years of experience in the financial services industry, Bill works closely with his clients to help identify their financial needs and determine the best strategies to help meet their goals. His personal mission is to help educators achieve financial security so they are able to enjoy retirement comfortably. He accomplishes this by providing the most accurate and up-to-date education to his clients. Bill prides himself in always looking at individual client needs and taking the time to really get to know each person that he helps.
Bill offers a personalized plan to meet every client’s needs. He has assisted educators in understanding their TRS benefit options, supplementing for their retirement and assisting clients to retire smoothly with TRS. Bill is able to address all the issues that may affect educators during their working years and into retirement. With an extensive knowledge of the TRS, Bill is able to answer questions about your benefits and what to expect when you retire.
Bill attended Doane College and the University of Nebraska. He Graduated with a Bachelor of Arts Degree in Economics. He and his wife Holly have lived in The Woodlands, Texas for over 27 years and enjoy spending time with their family, traveling, and taking their dogs for walks.
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