

B. A. GLOBAL CAPITAL
Basic
Financial Solvency
Please contact us directly for a quote.
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General Investment Plans (Portfolio Design and Construction)
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Reducing Debt and Optimizing Cash Flow strategies
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Setting up an Emergency Fund
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Life Insurance
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UTMA and 529’ accounts for children
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Set Up Retirement Accounts
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1-time Annual Follow Up
Secure the Bag
Please contact us directly for a quote.
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Includes Basic Financial Solvency Plan
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Maximizing Retirement accounts
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Optimizing Employee stock planning (executive vesting options, 401k and 403b plans)
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Long term care consulting
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Annuities
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Student loan refinancing
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Mortgage refinancing consulting
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Simple and SEP IRA accounts for small business
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Access to Networking Consulting
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Basic estate planning
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Bi-annual follow-up
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Yearly Retainer
Financial Freedom
Please contact us directly for a quote.
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Includes "Secure the Bag" financial plan
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Tax advantage investing / Tax Harvesting
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Reducing financial footprint
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Estate planning
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Trust and Charitable organizing
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Diversification- (Art, Real Estate, Crypto, Infrastructure, Private Equity, Hedge funds)
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Quarterly follow up
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Access to IPOs
As financial planners, we understand that available cash flow is always a present concern. Please don’t let any price you see here discourage you from reaching out to the team. We have very affordable payment options that fit into any budget.