Financial Planning

Tailored financial strategies for individuals and families who are concerned about outliving their capital or paying too much tax.
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Get the right products and services available to you with the help of a client-focused consultant and broker

We have made it a priority to assist individuals towards “Finishing Well” not only in their career, but in life.

Preserve Assets

Preserve assets you wish to pass on to the next generation, ensuring that they will not be eroded by taxes or exposed creditors.

Retire Comfortably

Solutions that help you to secure more money for retirement without compromising current lifestyle or assuming more risk. We achieve this by having your money work for you in a more effective manner

Build an estate

Assist you with estate planning that will provide for your short to mid-term goals and see you into and through your retirement years.

We provide each client with:

Comprehensive customizable financial plans tailored to their needs.
Road map so that they are able to see the bigger picture and what they are working towards.
18 month To-Do list to ensure that they stay on track from beginning to end.
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The Baicorp Approach

1. Discovery

We conduct an initial one-on-one meeting to discuss your present and future goals and to gather financial information to assist in our review

2. Recommendations

We meet to review our findings and provide you with recommendations for achieving your financial goals.

3. Implementation

Together we create a financial blueprint for success in order for you to see how simple it is to meet your financial goals.

4. Monitoring

Our experts complete a detailed analysis of your requirements and resources and follow-up to ensure everything is running smoothly.

Secure your future with a tailored financial plan that works

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Wealth Management

We think differently about wealth. Most often an individual’s experience with other financial advisors has been very product-focused. Many times, they try to push a wide range of products and services with claims that do not hold. Here at Baicorp, our service philosophy is customer centric. We focus on creating partnerships with our clients by providing customer- tailored services and solutions. By ensuring we understand your needs, we are better able to demonstrate the best ways that they can be met. Our triangular approach to Wealth Management provides an innovative way to synchronize your entire financial picture into a streamlined solution.

We specialize in:
  • Wealth Accumulation
  • Wealth Preservation
  • Tax Minimization

Contact us and confidentially explore your entire financial picture

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Not sure where to start?

Connect with an advisor to learn more about the solutions that are right for you.
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