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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
      • Cameron Cannon
      • Eric Stein
      • Mario Nardone
      • Katrina Morris
      • Stephanie Monroe
      • Tyler Burns
  • Services
  • Education & Video
    • Weekly Newsletter
    • Videos & Presentations
    • Educational Series
    • Resources
  • News & Media
  • Client Access
  • Contact Us

EDUCATIONAL SERIES

A Different Degree Of Wealth

INQUIRE ABOUT YOUR FINANCIAL MANAGEMENT

How to Roll Over Your Employer Retirement Plan Assets

There are Two Types of Rollovers: Direct and Indirect

A direct rollover is paid from your plan directly to your IRA or to your new employer’s retirement plan. The funds are never payable to you. An indirect (60-day) rollover is a payment made to you that you later roll over to an IRA or an employer retirement plan.

READ HOW TO ROLL OVER RETIREMENT ASSETS

Retirement: A New Beginning

Plan for the Life You Want in Retirement

When you think about your first day of retirement, what do you see? Are you relaxed and energized, thinking about all the wonderful new possibilities ahead? LET’S EXPLORE THE POSSIBILITIES!

READ RETIREMENT: A NEW BEGINNING

Is College Worth It?

Understanding the Costs and Benefits

Changes in the US economy and employment market, along with a revolution in technology, are causing high school graduates and their families to carefully weigh the costs and benefits of a traditional college education.

READ IS COLLEGE WORTH IT?

Women & Investing

Taking Control of Your Finances

Women face unique challenges. Whether you’re single, partnered, parenting, or planning for retirement, there’s a lot to watch out for. Understanding the financial challenges women face can better equip you.

READ WOMEN & INVESTING

5 Retirement Mistakes Small-Business Owners Make

And How to Avoid Them

As a business owner, you face unique challenges and opportunities when building your financial future. This report provides insights on mistakes to avoid and steps to take for building the retirement you desire.

READ 5 RETIREMENT MISTAKES

Five Ways to Stay Confident in Retirement

Retirement for the Modern-Day Retiree

Gone are the days when people worked 50 years for the same employer, retired on a predictable pension, and settled down into a quiet lifestyle.

READ 5 WAYS TO STAY CONFIDENT IN RETIREMENT

8 Timeless Principles of Investing

A Simple 8-Step Plan to Investing

Instead of worrying about events that are out of your hands, focus on optimizing what’s in your control.

READ 8 TIMELESS PRINCIPLES OF INVESTING

4 Critical Social Security Facts–UPDATED!

What Retirees Need to Know About Social Security

More than 67 million Americans receive some form of Social Security. The public insurance has been laying the foundation for economic security for Americans for more than 80 years, providing help to retirees and others.

READ 4 CRITICAL SOCIAL SECURITY FACTS

Tell us how we can help with your financial or retirement goals.

We are currently accepting qualified South Carolina clients as well as clients nationwide. Please contact us through the link below.

GET STARTED

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BALLENTINE CAPITAL ADVISORS

15 Halton Green Way
Greenville, SC 29607

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  • Tel: (864) 322-6046
  • Toll-free: (800) 507-8135
  • Fax: (864) 322-6048
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Ballentine Capital Advisors BBB Business Review

Copyright © 2022 Ballentine Capital Advisors
Advisory services through Ballentine Capital Advisors, Inc.
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Ballentine Capital Advisors
  • About Us
    • Our View
    • Staff
      • J Bryan Ballentine
      • Anthony Colancecco
      • Cameron Cannon
      • 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