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Collaborative Planning

In order to create your personal investment philosophy and accompanying strategies, BIA starts with a financial planning platform that may be used on a comprehensive big picture basis, or applied step by step with a focus on shorter term and immediate concerns such as: a 401(k) or IRA rollover; college planning and funding, finding the right asset allocation.

As the planning process is executed BIA will work with your exisiting professionals such as CPA/ Tax Preparer, Attorney, to ensure that everyone is on the same page.

While it is always BIA’s first desire to work with your existing professionals, when appropriate BIA may be able to provide referrals suited to match your needs from our network of strategic professionals.

Call Us Today at (888) 980-4448 or (630) 344-6334