BAI

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 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... 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... 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.

Also known as: Balkcom & Associates, Inc

Primary location: Trinity United States