Retirement Planning
in Highlands Ranch, Colorado

At BAM Advisory Group, we bring retirement planning to families south of Denver from our Highlands Ranch office, where our team works with clients every week.

Why meet with us in Highlands Ranch:

  • Convenient location for families south of Denver
  • In-person or virtual meetings available
  • Complementary, no-obligation first conversation
Retirement Planning in Highlands Ranch

What We Help With

From our Highlands Ranch office, we build retirement plans covering income planning, investment management, tax planning, insurance and long-term care, and estate and legacy planning, all tailored to your specific goals.

We look forward to welcoming you to our Highlands Ranch office.

Visit Us

745 Shea Center Dr, Suite 400 Highlands Ranch, CO 80129

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

With our proprietary BAM Retirement Gameplan™, we’ll craft a personalized retirement strategy to help align your income, taxes, investments, healthcare, and legacy needs.

✓ Education

We’ll guide you through each step, to help you fully understand your options and feel confident in your decisions. Because we’re independent, we can recommend products and strategies that we believe truly fit your best interests.

✓ Ongoing Confidence

You’ll always have more than a plan—you'll have a community. A team that answers the phone, communicates clearly, and supports you through every stage of retirement to help you move forward with peace of mind.

For 25+ years we’ve helped people just like you retire on their terms

“My wife and I trusted our previous financial advisors. But as I got closer to retirement, they weren’t listening to my concerns. I was worried about the high risk in our portfolio. Then we were invited to an informational dinner with BAM Advisory Group. We liked their organized approach to managing our money and preparing for retirement. Over time, I’ve built a strong trust with David & Kristy Afraimi and the entire BAM team. Everyone is responsive, professional, and genuinely cares about our family. Even one of our adult children now works with BAM as he begins thinking about retirement.”
Stars
— David G.
“We have been working with the BAM Advisory Group for over seven years and have been impressed with them every step of the way. The BAM staff has gone the extra mile to develop a personal relationship with us and it's been a huge comfort knowing that we have such an incredible team behind us to help us navigate our future no matter what we encounter along the way!"
Stars
— Peggy H.

Recognized for excellence by: