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Best experts available to help you plan, prepare and protect what matters most.

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

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What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.
 
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Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities – Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs – Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance – Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans – 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans – 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans – Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

Need any help!

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.

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Which Life insurance is right for you?

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Life Insurance

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Final Expense Insurance

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          Maria Marlin

          I just want to commend BIA for their exceptional service that they're doing for their clients on behalf of Marlin Insurance Company. BIA rep are very prompt answering my questions and concerns and they posses excellent knowledge to get matters resolve quickly. You have a winner's attitude in BIA and I appreciate that they take their clients' need seriously and I'm pretty sure they're valuable member of your team.

          Robert B

          BIA team are super knowledgeable and professional. They don't hardsell you on insurance but give you advice so that you can understand your needs and options. As a small business owner, I appreciate this approach. You will be in good hands.

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