Individual Financial Planning Solutions
You've worked hard. You've achieved a considerable measure of success, and at the end of the road, you'd like something to show for it. By planning for your financial future, you can make the most of what you have now and help you assets grow even more. We can help you plan for and achieve personal financial success.
For more than 35 years, B&A has been advising its clients on how to accumulate, preserve and protect their assets. It's something we do every day and do well. Our advisors have backgrounds in tax law, investments, estate planning, pension and benefit plans, succession planning and other financial specialties.
Our services include: Taking the time to get to know you and understand your goals, Respect your privacy and the trust you place in us, Recommend strategies that will help you reach your goals, Review your goals periodically and adjust strategies to meet changing conditions, Monitor progress, and Deliver timely, relevant information.