Our Services
How We Work
Our firm offers both traditional and alternative investment options to help develop sound strategies for many different needs. We provide personalized service that is ongoing. We educate our clients about investment strategies and products, and take much of the mystery out of investing, insurance, estate conservation, and preserving wealth. Our clients’ comfort level is crucial.
If retired – or approaching retirement – explore our website and the wealth of information we offer. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on asset management, as well as other issues that are critical to your financial well-being.
What We Offer
Alternative growth and income strategies.
Guaranteed lifetime income.
Mutual fund portfolio analysis including a risk/reward profile.
Retirement planning/ IRAs and IRA rollovers.
Evaluating investment performance over a full market cycle.
Investments
Bonds
Common Stocks
Mutual Funds
Government Securities
ETFs, CEFs
Types of Accounts
Uniform Trust for Minors
Traditional IRAs
Roth IRAs
SEP IRAs
Simple IRAs
Trusts
Estate
Corporate
Not-for-Profit
Brokerage Accounts
Insurance Products
Disability Income Insurance
Life Insurance
Long-Term Care Insurance
Fixed Indexed Annuities
Fixed Annuities
Variable Annuities
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@baycapital.com | (813) 286-1553