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Speak with one of our advisors today, to plan for tomorrow.

Preparing now is the first step to enjoying your financial freedom.

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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Learn more
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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.

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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.


Send us your portfolio today—let’s explore the possibilities together!

Send Over Your Portfolio for a Free Evaluation
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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.

Download 401(k) Guide
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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.

Download Power|One Guide

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

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