BMB professionals provide high-net-worth clients with advanced financial planning strategies and implementation in the areas of wealth transfer, business succession, and executive compensation planning.
We work with financially successful families to help them define their wealth transfer goals and implement strategies to effectively accomplish these goals. Our clients look to us for help with:
We provide our business clients with assistance in two main areas – business succession planning and executive compensation planning. The services we provide to our business owner clients include:
Implementing wealth transfer and business strategies requires experience and expertise with financial and insurance products. We have more than 40 years of experience in the financial services industry and a proven track record of achieving our clients’ goals in the most efficient manner. We are certain we will have the solutions that fit your financial needs. We provide financial and insurance product analysis to assure the strategies we recommend are financially viable.