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Ballentine Capital Advisors

Ballentine Capital Advisors is a Greenville, SC financial planning firm. Our financial advisors help clients with wealth management and retirement planning

  • About Us
    • Our View
    • Staff
      • J Bryan Ballentine
      • Anthony Colancecco
      • Cheryl Hayes
      • Eric Stein
      • Mario Nardone
      • Katrina Morris
      • Stephanie Monroe
      • Tyler Burns
  • Services
  • Education & Video
    • Weekly Newsletter
    • Videos & Presentations
    • Educational Series
    • Resources
  • News & Media
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  • Contact Us

Financial Resources

A Different Degree Of Wealth

INQUIRE ABOUT YOUR FINANCIAL MANAGEMENT

Get your FREE copy of The Guide to Taxes and Your Retirement mailed directly to you! Just fill out the form below.

This 3-panel, 6-sided reference guide helps to explain key concepts everyone must consider:

  • Why good retirement tax planning starts in the 50s
  • Funding Roth IRAs and making Roth conversions now
  • How to really use HSAs to pay for medical expenses in retirement
  • What a “distribution optimization strategy” is and why you need one
  • When should you really claim Social Security?
  • How to fund health insurance in an early retirement
  • Why tax planning is critical to early retirement
  • Medicare’s unseen tax surcharges for retirees
  • Why clients need to understand RMDs long before age 70
  • How you can be tax-efficient about your charitable giving
  • Estate planning tax issues that have nothing to do with exemptions
  • Why you need to think about estate planning too
  • What to consider when it comes to inheriting an IRA

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BALLENTINE CAPITAL ADVISORS

15 Halton Green Way
Greenville, SC 29607

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Contact Center

  • Tel: (864) 322-6046
  • Toll-free: (800) 507-8135
  • Fax: (864) 322-6048
  • Email
  • Map & Directions

Accreditation

Ballentine Capital Advisors BBB Business Review

Copyright © 2021 Ballentine Capital Advisors
Securities through Triad Advisors, LLC, Member FINRA / SIPC. Advisory services through Ballentine Capital Advisors, Inc.
Triad Advisors, LLC and Ballentine Capital Advisors are not affiliated entities.
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Ballentine Capital Advisors
  • About Us
    • Our View
    • Staff
      • J Bryan Ballentine
      • Anthony Colancecco
      • Cheryl Hayes
      • Eric Stein
      • Mario Nardone
      • Katrina Morris
      • Stephanie Monroe
      • Tyler Burns
      • Back
    • Back
  • Services
  • Education & Video
    • Weekly Newsletter
    • Videos & Presentations
    • Educational Series
    • Resources
    • Back
  • News & Media
  • Client Access
  • Contact Us