BAICORP also offers Personal Financial Planning services.
Individuals are encouraged to contact us and confidentially explore their entire financial picture. At BAICORP, we take a triangle approach to Wealth Management.
We specialize in:
We provide each Client with:
Comprehensive customized Financial plan
18 month To-Do list
This ensures maximum investment returns with the appropriate risk. We review and plan for missteps in the Plan by considering the effects of disability, illness or death. We pay attention to tax implications and recommend the best solutions for tax minimization.