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What We Do

At B1 Financial, we’re not just advisors; we’re advocates dedicated to empowering you, one financial plan at a time. With decades of experience, our team of dedicated financial advisors provides personalized and comprehensive financial advice to individuals, families, and businesses nationwide. Our goal is to develop customized strategies that align with your unique goals and priorities, helping you navigate complex financial situations with ease. 

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Tailored investment strategies to meet your individual goals and risk tolerance. along with cutting-edge market insights and proven management techniques to maximize portfolio performance.

Investments & Management

Expert guidance on retirement savings strategies, income planning, and distribution strategies to help clients secure a comfortable retirement and lasting financial independence.

Retirement Planning

Customized solutions for high-net-worth clients, focused on preserving their wealth,
protecting their assets, and efficiently transferring their legacy to future generations.

Wealth & Estate Planning

Financial Planning

Comprehensive financial planning services that encompass budgeting,

cash flow management, debt reduction, and long-term goal setting, ensuring a solid financial foundation for our clients.

Embarking on your financial planning journey shouldn't feel overwhelming; it's never too late or too early to begin.

Our Commitment is to You.

We recognize the diverse challenges that families encounter today—from managing debt to saving for college and preparing for retirement. These financial hurdles can seem daunting, but our dedication is to harness all our resources to support your pursuit of your goals.


Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Transform Your Wealth

Are you ready to see what your financial future could look like? At B1 Financial, we invite you to share your current investment portfolio with us. Our team of experts will review your assets and provide a detailed analysis of potential strategies tailored to enhance your investment outcomes. We're here to help you understand your options and make informed decisions that align with your financial goals.


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Take Charge of Your 401(k)

Stay on top of your financial requirements while steering clear of costly rollover blunders. Our comprehensive guide is designed to assist you in potentially saving thousands on taxes and fees, providing insights on expediting retirement planning, and highlighting key errors to be mindful of.

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Our Investment Philosophy

We have written a compelling investment strategy for total return in today's market and the rest of your life.

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Constructing a life strategy that keeps you in control is our goal.

Events and News

Cloudy Rate Outlook Invites Volatility FEB 27 2024

27 Feb, 2024
I can't remember the last time there was such a wide divergence in the outlook for short-term interest rates. But, some confusion is to be expected when the Federal Reserve primes the markets for lower rates but provides few details. At its December 2023 policy meeting, the Fed communicated it would become more “accommodative” with three rate cuts possible in 2024. The markets cheered the news. But at its January 2024 meeting, Fed Chair Jerome Powell cautioned that they are not ready to start cutting yet.1,2 Powell then appeared on “60 Minutes” to help clarify the Fed’s stance. He said the Fed will move carefully this year–perhaps at a rate slower than markets expect.3 For example, CNBC surveyed 25 economists and market strategists, and the group said it expects three rate cuts in 2024, with the first coming later this year. That’s consistent with the Fed. However, as the table below shows, other market participants see six rate reductions, with the first coming in May.4,5 Here’s my forecast: cloudy with a chance of market volatility. Long ago, I learned that it’s best to stay out of the prediction business and focus on the here and now. When short-term interest rates do change, I anticipate there will be plenty of time to make any necessary adjustments. Trying to make sense of the various outlooks can be downright maddening when the Fed is being vague. So, if you have any questions, please reach out. 1. CNBC.com, January 31, 2024. “Fed Chair Jerome Poweel says a March rate cut is not likely.” 2. CNBC.com, December 13, 2023. “Fed holds rates steady, indicates three cuts coming in 2024.” 3. CNBC.com, February 4, 2024. “Powell insists the Fed will move carefully on rate cuts, with probably fewer than the market expects” 4. CNBC.com, January 30, 2024. “The Fed will cut rates fewer times and start them later than market hopes, according to CNBC Fed Survey.” 5. CMEGroup.com, January 31, 2024

Gen Z, Millennial Couples Prefer Financial Autonomy

26 Feb, 2024
Over the years, I've come to believe that learning to navigate financial discussions and events in a relationship is a "must" that transcends generations. However, recent data shows that Gen Z and Millennial couples are forging their financial path once again. In fact 43% of Gen Z and 31% of millennials say they prefer to keep their financial accounts separate from their partners' to maintain financial autonomy— And for many this may be what's best for their financial situations. However, this approach will almost always require extra structuring when considering investment, retirement, or estate strategies.1 Fortunately, the same communication lessons seasoned investors (and couples) learned in their younger days still apply when maintaining separate accounts. Here are some of my favorite time-tested strategies for maintaining open financial communication with one's partner: Identify Shared Expenses — Shared expenses include housing, utilities, and groceries. Coming to a mutual understanding about what costs are shared and how they are split is key. Consider Income Differences — If there's a significant income difference, some couples opt for dividing expenses in proportion to their incomes ensuring a balanced financial load. Establish Transparency — Even with separate finances, transparency is crucial. Some have found luck in creating a single joint account for shared expenses to foster transparency and trust while keeping all other accounts separate. As always I'm here to help whether it's facilitating a discussion around shared accounts, maintaining financial autonomy, or any other financial questions you (or your loved ones) may have. Sources: 1. CNBC.com, November 16, 2023. "Gen Z and millennial couples are more likely to keep their finances separate."
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