B1 Financial | Financial Advisor Services

Life moves pretty quickly.

Preparing now is the first step to enjoying your financial freedom. Speak with one of our advisors today, to plan for tomorrow.

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Don't get stuck at the bottom.

Urban professionals face more financial challenges than ever before. Small changes now can lead to a lifetime of independence.

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It's not always about the money.

Constructing a life strategy that keeps you in control is our goal. With our advisors, we’ll give you the tool to reach your goals.

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We’re here for you!

Empowering clients one financial plan at a time. Managing your wealth with utmost care & expertise.

WELCOME TO B1 FlNANCIAL

Where we're committed to helping you achieve your financial goals. With over 20 years of experience, our team of dedicated financial advisors provides personalized and comprehensive financial advice to individuals, families, and businesses nationwide. Our goal is to develop customized strategies that align with your unique goals and priorities, helping you navigate complex financial situations with ease. We prioritize transparency, open communication, and ongoing education to ensure you receive the highest level of service and support. Thank you for considering B1 Financial for your financial needs - we look forward to helping you build a secure financial future.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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B1 Financial offers a wide array of services. Caterering to your diverse needs in order to achieve your financial goals.

Retirement Planning

Expert guidance on retirement savings strategies, income planning, and distribution strategies to help clients secure a comfortable retirement and lasting financial independence.

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Investment Management

Personalized investment strategies based on clients' risk tolerance, time horizon, and objectives, designed to optimize returns and grow their
wealth.

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Financial Planning

Comprehensive financial planning services that encompass budgeting,
cash flow management, debt reduction, and long-term goal setting, ensuring a solid financial foundation for our clients.

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Tax Optimization

Proactive tax planning and advice to minimize tax liabilities, maximize deductions, and efficiently structure investments for individuals and businesses alike.

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Wealth Preservation and Estate Planning

Customized solutions for high-net-worth clients, focused on preserving their wealth,
protecting their assets, and efficiently transferring their legacy to future generations.

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Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Helpful Content

CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU.

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

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Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

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A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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