After being in the Financial Services field for over 10 years, our founder, Jasmine Ball saw that there was a need for financial guidance to be more than just numbers. At Bamboo Financial Partners you're not clients--we're partners. We exist to help individuals, families, businesses, and communities to work towards their financial goals. Your voice and your journey matter. At Bamboo Financial Partners we have intentionally designed a space that regardless of whether this is your first time saving, you're an experienced investor, or fall anywhere in between--we want to partner with you! We are here to partner with you to establish your foundation, elevate your trajectory, and be empowered.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
Our firm is not built on one person or advisor, rather a concept. We believe that the story of the bamboo plant aligns with our philosophy of financial planning. Not only is the bamboo plant stronger than steel but once it begins to grow above the surface of the soil it can grow up to 3 ft per day! However, before it can arrive at that pace of accelerated growth it spends 3-5 years underground building its foundation through its root system. The principle of the bamboo plant is that to create, maintain, and sustain growth—your foundation matters.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.