BMB professionals provide high-net-worth clients with advanced financial planning strategies and implementation in the areas of wealth transfer, business succession, personal risk planning, life audit and executive compensation planning.
Implementing wealth transfer and business strategies requires experience and expertise with financial and insurance products. We have more than 40 years of experience in the financial services industry and a proven track record of achieving our clients’ goals in the most efficient manner. We are certain we will have the solutions that fit your financial needs. We provide financial and insurance product analysis to assure the strategies we recommend are financially viable.
There are many ways to measure success, but the most satisfying is our 95 percent client retention rate. Our clients are committed to BMB because we are dedicated to the principles of customer service and professional leadership, always keeping in mind a bit of sound advice: It isn’t what we say about ourselves that matters most.
It’s what others say about us. If KNOWLEDGE, VISION, ACCOUNTABILITY and SERVICE are what you want in an insurance firm, partner with us.