The Retirement Planning Specialists

Investment Management

At BAG, we believe no two investors are alike.  In order to help each client meet their retirement financial goals, we use a personalized approach to investing.  Through comprehensive questioning and analysis we can build a custom portfolio for each client.  Our advice and recommendations are tailored to our clients’ investment goals, risk tolerance, time horizon and income needs.

We believe in creating portfolios for clients that help provide principal protection, liquidity, low expenses and potential guarantee’s. Guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. We also understand that situations arise that can change a financial path for a client so fluidity and flexibility can be key to a sound retirement plan.

*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.