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See if you’re a fit

Enjoy More of your time

Since we opened our doors in 2005, we’ve worked with thousands of families to create retirement plans designed to help deliver the relentless joy and confidence they deserve. And at the heart of each strategy? Our BAM Retirement Gameplan® process.

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We walk you through a clear set of steps designed to remove uncertainty and give you confidence about your retirement. This process forms the foundation of your plan and ensures that every recommendation is tailored to your goals. Like any great gameplan, it provides both structure and flexibility — helping us design a retirement you can count on.

Step 1
Design Your Retirement Gameplan

Together, we outline your retirement dreams, identify the hurdles standing in your way and formulate a plan designed to help reduce the pressure, stress and anxiety from your shoulders.

Protect What’s Priceless

Using your retirement dreams as a foundation, we create your BAM Retirement Gameplan™ to help protect your hard-earned assets and grow your retirement nest egg.

Step 2
Step 3
Live For What You Love Most

Now that your BAM Retirement Gameplan™ is in place, you can focus your time and energy on the things, and people you care about most!

Let's Create Your Gameplan Together
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Step 4

How we protect it.

Within that Gameplan™, we address the five key areas every retiree must plan for: income, taxes, investments, healthcare, and legacy.”  These essentials form the core of your strategy.
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Create sources of steady, predictable income designed to help you live with confidence.

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Create sources of steady, predictable income designed to help you live with confidence.

Create sources of steady, predictable income designed to help you live with confidence.

Create sources of steady, predictable income designed to help you live with confidence.

“It’s really important that people have a healthy relationship with their finances because, in a sense, money is the root of all evil. But, on the other hand, if you have a healthy relationship with money, it’s gonna help you have an amazing, positive relationship with everything else.”
David AfraimiFounder & Investment Advisor Representative
David Afraimi
“It’s really important that people have a healthy relationship with their finances because, in a sense, money is the root of all evil. But, on the other hand, if you have a healthy relationship with money, it’s gonna help you have an amazing, positive relationship with everything else.”
David AfraimiFounder & Investment Advisor Representative
David Afraimi
“It’s really important that people have a healthy relationship with their finances because, in a sense, money is the root of all evil. But, on the other hand, if you have a healthy relationship with money, it’s gonna help you have an amazing, positive relationship with everything else.”
David AfraimiFounder & Investment Advisor Representative
David Afraimi

Who We Serve

At BAM Advisory Group, we work with people who:

Want clarity and confidence about their retirement future.

Value their health, family, and lifestyle—and want to protect it.

Don’t want to make these decisions alone; they want a trusted team by their side.

Feel uncertain about retirement decisions and need a clear, tested plan.

Believe they deserve to enjoy the lifestyle they’ve worked hard for.

Want to know they’re making the most of their money—without second-guessing every decision.

Sound like you?

Book a meeting and see how we can help you build a retirement rooted in confidence, joy, and doing what you love most!
Schedule today
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