
Insurance and Income Protection Services in Bismarck, ND
Ballin’ Together Financial provides insurance-based solutions designed to protect income, support families, and help clients navigate complex systems with confidence.
Our Services

Insurance Solutions
Life Insurance (Term, Whole, Universal)
Health & Disability Plans
Annuities & Retirement Income Products
Tax-Efficient Wealth Sheltering for High-Net-Worth Clients

Government Financial Guidance
ND State Contract Partner for financial counseling & literacy programs
Tailored guidance for individuals, veterans, and small businesses

Fund Management
Opportunity Zone Fund: Revitalizing communities across ND & MN
Private Equity Sports Fund: Investments in NBA and WNBA franchise-related assets

We support financial empowerment by providing accessible financial literacy education for community members and WSI clients. Our workshops cover essential topics, including budgeting, credit management, saving, and financial planning, providing practical tools that can be applied immediately. In addition to group sessions, we offer one-on-one financial counseling tailored to individual goals and circumstances. Our educational programs are designed to build confidence, strengthen financial decision-making skills, and promote long-term financial stability. Through this comprehensive approach, we help individuals and families achieve greater financial resilience and economic success.
Let’s Create a Financial Plan That Works for You
Whether you’re new to investing or seeking expert strategy for complex needs, our advisors are ready to help.

Life Insurance Solutions (Primary Focus)
We provide education and access to life insurance solutions designed to protect families, businesses, and long-term financial goals.
Our life insurance services include:
Universal Life products are often used to support long-term planning, income protection, and legacy goals.
Health Insurance Guidance


Annuities & Income Planning (Insurance-Based)
Annuities are insurance products designed to provide income and stability, not investment advice.
WSI & Insurance Navigation Support
Guidance navigating Workforce Safety & Insurance (WSI) processes
Help understanding insurance correspondence and benefit timelines
Assistance organizing documentation related to injury claims
Education on rights and next steps during recovery

Government Program Guidance (Supportive Services)
Assistance identifying and applying for programs such as:
Get personalized insurance guidance for your situation.

© 2026 Ballin’ Together Financial LLC


