BAM Advisory Group

BAM Advisory Group Link In Bio๐Ÿ‘‰๐Ÿผ https://linktr.ee/bamadvisorygroup

Most people that have worked hard and saved for Retirement donโ€™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 ๐—ฐ๐—ผ๐—บ๐—บ๐—ถ๐˜๐˜๐—ฒ๐—ฑ to maintaining the highest standards of integrity and professionalism in our relationships with you, our client. We work to provide ๐ž๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž ๐š๐ง๐ ๐ ๐ฎ๐ข๐๐š๐ง๐œ๐ž to our clients in

the areas of:

โœ”๏ธ INCOME DESIGN

โœ”๏ธ INVESTMENT STRATEGIES

โœ”๏ธ TAX MITIGATION STRATEGIES

โœ”๏ธ HEALTH CARE PLANNING

โœ”๏ธ LEGACY

We pride ourselves on delivering ๐’–๐’๐’ƒ๐’Š๐’‚๐’”๐’†๐’…, ๐’…๐’†๐’๐’Š๐’ƒ๐’†๐’“๐’‚๐’•๐’†, ๐’‚๐’๐’… ๐’„๐’๐’†๐’‚๐’“ strategies to assist in setting and reaching your financial goals.

3 takeaways from last weekโ€™s Taxes In Retirement Workshopsโœ”๏ธSmall adjustments today can make a big difference in retirem...
07/06/2026

3 takeaways from last weekโ€™s Taxes In Retirement Workshopsโœ”๏ธ
Small adjustments today can make a big difference in retirement.
Want to join the next one? Link in bio.

A significant health event in retirement can have a meaningful impact on an otherwise well-constructed financial plan. L...
07/06/2026

A significant health event in retirement can have a meaningful impact on an otherwise well-constructed financial plan. Long-term care planning is one way to help address that potential gap. Individual needs and options vary โ€” let's explore what may make sense for

Another year with Jack and honestly we could not imagine this team without him! ๐Ÿฅณ The energy, the effort, and the heart ...
07/05/2026

Another year with Jack and honestly we could not imagine this team without him! ๐Ÿฅณ The energy, the effort, and the heart he brings to BAM every single day is something we truly do not take for granted. Thank you for everything Jack!

Beneficiary designations generally take precedence over what's written in a will โ€” which surprises many people. Reviewin...
07/03/2026

Beneficiary designations generally take precedence over what's written in a will โ€” which surprises many people. Reviewing them regularly helps ensure your assets are directed as you intend. When did you last take a look at yours?

Retirement investing involves different priorities than the accumulation years. Generating income from a portfolio requi...
07/01/2026

Retirement investing involves different priorities than the accumulation years. Generating income from a portfolio requires a different approach than simply growing it. Is your strategy aligned with where you're headed? Every situation is different โ€” let's take a closer look at yours.

Today we are celebrating Andrew and another incredible year with the BAM team! ๐ŸŽ‰ The dedication, heart, and hard work he...
07/01/2026

Today we are celebrating Andrew and another incredible year with the BAM team! ๐ŸŽ‰ The dedication, heart, and hard work he brings every single day does not go unnoticed. So grateful to have you here Andrew. Happy BAMiversary!

Timing your Social Security claim could meaningfully affect your monthly benefit โ€” potentially for decades. It's often o...
06/29/2026

Timing your Social Security claim could meaningfully affect your monthly benefit โ€” potentially for decades. It's often one of the most consequential decisions in retirement, and the right time varies by individual. Let's talk through your options.

Many retirement rules of thumb were built for someone else's situation. Your plan deserves more than a generalization. S...
06/26/2026

Many retirement rules of thumb were built for someone else's situation. Your plan deserves more than a generalization. Swipe through 3 misconceptions worth knowing โ€” then let's build something that actually fits. ๐Ÿ“… Link in bio.

Many people focus on reaching a savings target for retirement โ€” fewer give as much thought to how taxes will affect what...
06/24/2026

Many people focus on reaching a savings target for retirement โ€” fewer give as much thought to how taxes will affect what they actually keep. That conversation is worth having.

It is Andrewโ€™s birthday and we could not let it go by without shouting him out! Thank you for everything you bring to BA...
06/23/2026

It is Andrewโ€™s birthday and we could not let it go by without shouting him out! Thank you for everything you bring to BAM. Hope your day is as wonderful as you are! ๐Ÿฅณ

Address

165 S Union Blvd, Suite 675
Lakewood, CO
80228

Opening Hours

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

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