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    Helping our clients achieve their financial goals

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    Coordinating tax, investment, and estate planning

 

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Welcome to McQueen, Ball & Associates

We are an independent, fee-only investment advisor, providing financial planning and investment management services. Our goal is to help individuals, families, small businesses, and institutions manage their complex financial needs.

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A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.

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