Retirement Planning

We advocate for the enhancement and preservation of wealth through high quality, independent advice.

Our team of licensed professionals provides comprehensive retirement planning services tailored specifically for our clients. Through prudent plan design, we seek to eliminate the majority of investment volatility so that employees can benefit from compounding investment returns over many years. Through careful due diligence, our team sells the highest quality institutional investments with the utmost independence and objectivity. Most importantly of all, BXA always acts in a fiduciary capacity in order to minimize potential employer liability.

  • Custom plan design to promote consistency and maximum employee participation
  • Bilingual employee educational meetings
  • Personalized executive benefit consulting
  • On-going executive and employee financial advisory consulting

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