Where is
Your Life
Taking You?
Welcome
At BAI we commit to helping you understand where you want your life to take you and how to get there. We do this by engaging our clients with objective and comprehensive financial guidance, designed and tailored to you and your family so that you end up with a customized plan you can look at daily.
For our existing clients, please click on “Account View” and sign in to your confidential portfolio management room.
For new visitors and prospective clients, we invite you to tour our website to learn more about our services, our fee compensation plan and our team.
Thank you for visiting BAI Financial, and please feel free to contact us if we can be of any help.
About
Our Process
BAI Financial’s fiduciary process has been proven effective for over 40 years. Whether you are just starting out, nearing or at retirement, or somewhere in between we customize our service for your specific needs and develop financial strategies to address your goals.
Compensation
BAI Financial’s commitment to you is to take the appropriate amount of time for a thorough review of your current financial situation, as well as to understand your personal goals and comfort levels to insure we develop the right strategy for you. You are an important part in this discovery process and together we will spend a good deal of time together in the initial stages.
Often, our industry offers “financial planning” services at no upfront cost and companies earn their fees by placing clients into affiliated products. BAI Financial believes we should be working for your benefit, not ours. We firmly believe that unbiased advice is the most trusted one can receive.
Thus, our fees consist of a single cost that varies based on the complexity of the plan over a 20 month working period and ordinarily amounts to no more than what you earn annually per hour or 1% of salary. We call it BAI PLAN 120.
Why 20 months? It initially takes a few months to complete our review and information gathering process as well as analysis and recommendations. After we have delivered your tailored plan, you will implement it as you choose. It is generally best to allow additional time to pass to allow the strategy to take effect and measure initial results.
*Financial Planning offered through LPL Financial
