Financial Planning

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:

1. Wealth Accumulation

2. Wealth Preservation

3. Tax Minimization

We provide each Client with:

1. Comprehensive customized Financial plan

2. Road Map

3. 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.

Our process

At BAICORP we’ve made it a priority to assist individuals towards “Finishing Well” not only in their career, but in life.

We offer TAYLORED FINANCIAL PLANNING STRATEGIES for individuals and families who are concerned about outliving their capital or paying too much tax.