BAI Financial

About Us

BAI Financial’s fiduciary process has been time-tested 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.

We determine your current financial position with a comprehensive review of your cash flow, benefits, current investments, protection options and then consider the long-term view for retirement. Included in this process is consideration of intangible legacy issues and how you want to address them.

From there we analyze the information and develop recommendations based on your stated goals, tolerances and preferences. We want you to be comfortable with your strategy and we’ll take an ample amount of time to interact with you during this process, this way you know exactly what is happening every step of the way.