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Our Services: Financial Planning

Through Bay Financial Advisors, Inc. and LPL Financial, Bay Financial Associates provide financial planning and investment guidance to individuals and businesses.

OUR COMPREHENSIVE STRATEGY
Our strategy is based on the time tested investment concepts of asset allocation* and risk management. We can synthesize information about your investment needs, personal finances, investment objectives, investment time horizon and risk tolerance to arrive at a plan that best fits your circumstances. We offer guidance on investment alternatives and help implement the simplest to the most complex estate and financial plans.

~ Investment Management ~ Retirement Planning ~ Tax Strategies ~ Insurance Planning ~ Cash Management ~ Education Funding ~ Special Needs Planning ~ Stock Option Planning

Bay Financial Advisors, Inc. Wealth Management System

VIDEO PRESENTATION

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Like most successful people, you continually strive to make smart decisions about money. Financial success has brought you many things, including the responsibility of managing it. The fact is, the more wealth you have the more time and knowledge it takes to protect it. So you turn to financial specialists for advice on the financial issues they help you manage. Since most advisors offer services independent of each other, it's up to you to sort out all their ideas and recommendations. As your wealth grows, life doesn't get simpler; it gets more complex. What if you could organize all of your advisors and your assets and consolidate them in the same place at the same time?

Introducing Bay Financial Advisors, Inc. Wealth Management System

The system is designed to consolidate your accounts, your assets and your advisors into one secure location.

Organize, consolidate and integrate your finances:

• Financial goals and plans
• Balance sheet & Net Worth statements
• Asset allocation strategy § Account aggregation
• Cash flow
• Retirement models
• Tax & Legal documents, i.e. Tax returns, Trusts, Wills
• Risk Management documents, i.e. insurance policies and beneficiary designation
• Estate Planning documents

Immediate personal access to:

• Asset tracking
• Updated balances
• Consolidated planning
• Document storage
• Remote collaboration
• Financial tools/analysis

Bay Financial Advisors, Inc. Wealth Management System helps you to simplify the demands of managing your wealth so you can devote your time to what's important to you - your business, your personal endeavors and your family.

RETIREMENT PLANS
We provide the design, installation, communication, and administration of all forms of tax-sheltered benefit plans. Plans are designed only after we have examined present benefits, tax shelter needs, financial goals and management objectives.