For 25+ years we’ve helped people just like you retire on their terms
Recognized for excellence by:
Does your retirement plan keep you guessing?
1
Do you have a plan for market volatility?
2
Are you confident you're not overpaying taxes?
3
Do you have a long-term care plan?
4
Do you have an estate plan?
5
Do you have an income plan?
6
Are you confident you are working with a team who puts you first?
Here’s how we help you retire with confidence
We know how uncertain it can feel to retire without a clear plan. We give you clarity every step.
✓ Personalized Plan
We’ll create a retirement strategy tailored to your goals, using our proven BAM Retirement Gameplan™ to cover income, tax, investments, and healthcare.
✓ Education
We’ll walk you through every step so you understand your options and feel confident making decisions. Because we’re independent, we can recommend the products and strategies that are in your best interest.
✓ Ongoing Confidence
You’ll always have more than a plan—you’ll have people. A team that answers the phone,communicates clearly, and supports you through every stage of retirement so you can move forward with peace of mind.
Meet Our Team
Imagine retiring with confidence
Get a personalized retirement plan designed around your goals
Spend more time doing what you want with the people you love
Retire on your own terms with peace of mind
Keep more of what you've earned with smart, tax-efficient strategies
Protect your lifestyle with proactive healthcare and long-term care planning
Enjoy more freedom and less stress with a dedicated team by your side
Frequently asked questions
Get answers to the most common questions about working with BAM Advisory Group.
We work with clients who have achieved some financial success and are serious about maximizing their
retirement. Our ideal clients typically have investable assets of $500,000 or more, though we evaluate
each situation individually based on complexity and planning needs.
Your first meeting with BAM Advisory Group is all about getting to know you—your goals, your concerns, and where you stand today. From there, we introduce our BAM Retirement Game Plan, a personalized roadmap built to help guide your retirement decisions with clarity and confidence.
As a registered investment adviser, we follow a fiduciary standard—always putting your interests first and offering guidance tailored to your situation, not tied to proprietary products.
We typically meet several times early on to build your plan, with at least two review meetings each year. In between, you’ll receive ongoing education through videos, emails, and podcasts—so you stay informed every step of the way.
We work virtually with clients across the U.S., while proudly headquartered in Colorado.
We work best with individuals and families who have built up some financial momentum and are serious about making smart decisions for retirement. While every situation is unique, most of the clients we work with have $500,000 or more in investable assets.
That said, it’s not just about a number—it’s about fit. If your situation is complex or you’re looking for long-term guidance on retirement income, tax planning, and wealth transfer, we’re happy to have a conversation and see if we’re the right match.
We build retirement plans designed to help you move through retirement with confidence and clarity. That starts with our BAM Retirement Game Plan, which includes:
- Retirement income planning
- Investment management
- Tax-smart withdrawal strategies
- Insurance and long-term care guidance
- Legacy and estate coordination
And whatever else we can do to make you feel like you can retire with confidence.
We’re transparent about how we’re compensated, and it’s pretty straightforward:
Most of our clients hire us to manage their investments, and we charge a percentage of the assets we manage on their behalf. That’s known as an Assets Under Management (AUM) fee, and it’s how we’re compensated for ongoing investment advice and retirement planning.
In some cases, we may also recommend insurance products—like annuities or long-term care solutions—when they’re appropriate for your situation. If you choose to move forward with one of those, we may receive a commission from the insurance company.
We don’t charge upfront financial planning fees like some firms do. Our goal is to build long-term relationships, and we’re committed to putting your best interests first in everything we do.
Tune In Each Week
Most people head toward retirement feeling uncertain and unprepared. That’s why each week, we break down the biggest retirement questions — taxes, Social Security, income, healthcare, and more — in plain language so you can move forward with clarity and confidence.
Jan 23, 2023
