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
David Afraimi
Kristy Afraimi
Maxwell Ross
Jack Walker
Dylan Rauh
Nathan Lehnerz
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.
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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