Financial Planning
BAICORP offers Personal Financial Planning Services.
We are an Independent Consultant/ Broker working with a number of insurance companies and specialty providers to ensure the right product and service is available to you.
At Baicorp, we are very client- focused. We have made it a priority to assist individuals towards “Finishing Well” not only in their career, but in life. We offer tailored financial strategies for individuals and families who are concerned about outliving their capital or paying too much tax.
Wealth Management
We think differently about wealth .Most often an individual’s experience with other financial advisors have 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
Individuals are encouraged to contact us and confidentially explore their entire financial picture.
How will this benefit me?
Asset Preservation
Preserve assets you wish to pass on to the next generation, ensuring that they will not be eroded by taxes or exposed creditors.
More money for retirement
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
Building 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.
Protecting your assets
Assist you in protecting your assets in the most tax advantaged manner to ensure that money will be available to you when needed but creditor proof where necessary.
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
The Baicorp Approach
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
01
Recommendations
We meet to review our findings and provide you with recommendations for achieving your financial goals.
02
Implementation
Together we create a financial blueprint for success in order for you to see how simple it is to meet your financial goals.
03
Monitoring
Our experts complete a detailed analysis of your requirements and resource and follow-up with to ensure everything is running smoothly.
04
Not sure where to start?
Connect with an advisor to learn more about the solutions that are right for you.
Stay connected with us:
BAICORP FINANCIAL INC.
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