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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

BAM Advisory Group

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United States
Lakewood, CO
BAM Advisory Group

Link In Bio👉🏼 https://linktr.ee/bamadvisorygroup

Most people that have worked hard and saved for Retirement don’t have a plan to maintain their lifestyle, at BAM Advisory Group, we customize retirement plans so you Retire w/ Confidence! At BAM Advisory Group we are 𝗰𝗼𝗺𝗺𝗶𝘁𝘁𝗲𝗱 to maintaining the highest standards of integrity and professionalism in our relationships with you, our client. We work to provide 𝐞𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 𝐚𝐧𝐝 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞 to our clients in the areas of:

✔️ INCOME DESIGN

✔️ INVESTMENT STRATEGIES

✔️ TAX MITIGATION STRATEGIES

✔️ HEALTH CARE PLANNING

✔️ LEGACY

We pride ourselves on delivering 𝒖𝒏𝒃𝒊𝒂𝒔𝒆𝒅, 𝒅𝒆𝒍𝒊𝒃𝒆𝒓𝒂𝒕𝒆, 𝒂𝒏𝒅 𝒄𝒍𝒆𝒂𝒓 strategies to assist in setting and reaching your financial goals.

10/26/2026

Required minimum distributions aren't optional — and they can push you into a higher tax bracket if you're not planning ahead. Do you know how your RMDs could affect what you owe?

Link in bio to schedule a call today.

10/23/2026

Retirement isn't one decision — it's five: income, investments, taxes, healthcare, and legacy. Miss one, and the other four may not be able to do their job properly. Do you have all five covered?

Link in bio to schedule a call today.

10/21/2026

Will your savings keep pace with a 30-year retirement plan? Longevity, inflation, and healthcare costs are three factors many people underestimate when planning for retirement. Swipe through for a closer look — then connect with our team to explore whether your plan accounts for all of it. 📅 Link in bio.

10/20/2026

3 takeaways from last week’s Dinner Seminars✔️
Small adjustments today can make a big difference in retirement.
Want to join the next one? Link in bio.

10/19/2026

Sequence-of-returns risk is real — and it can have a significant impact on a retirement portfolio when withdrawals begin. Understanding this risk is an important part of your investment strategy. Let's talk through how it may apply to your situation.

10/16/2026

One day the direct deposits stop. What replaces them? If you haven't mapped out your income sources for year one of retirement (let alone year twenty), now's the time.

Link in bio to schedule a call today.

10/14/2026

A steady paycheck was easy when you were working. Retirement means building that same rhythm yourself — without a boss cutting the check. Do you know where your income will come from every month?

Link in bio to schedule a call today.

10/12/2026

Legacy planning is ultimately about the people you care about — and making sure your wishes are carried out the way you intend. It's a conversation worth having sooner rather than later.

10/09/2026

Retirement planning is full of “common questions”… but the real difference is knowing how the answers affect your plan.

Here are 3 questions that came up this week, and why they’re worth thinking through with intention.

We have some great educational events coming up and would love for you to join us.

10/07/2026

Every dollar in a traditional IRA or 401(k) has a tax bill attached — you just haven't paid it yet. Do you know how much of your retirement income could go to taxes before it ever reaches you?

Link in bio to schedule a call today.

Address

165 S Union Boulevard, Suite 675
Lakewood, CO
80228

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://linktr.ee/bamadvisorygroup, http://www.bamadvisorygroup.com/

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