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Welcome to Bogue Asset Management (BAM)
BAM offers financial planning and investment advisory services to individuals, families, trusts, charitable organizations, and small businesses. We derive personalized strategies and a plan of action to help enable you to meet your lifetime goals. This includes determining financial goals and objectives, cash flow and debt management, income tax strategies, investment management, retirement planning, estate planning, employee benefits, business consulting, and college funding.
Our Mission
BAM's mission is to enhance quality of life by helping our client's find a balance between money and their goals. We help people keep the promises they make to themselves.
Our Client's Value:
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The comfort in knowing things are being handled.
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That their affairs are managed efficiently in terms of time and cost.
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An unbiased, fee-only relationship not conflicted by the sale of a product.
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Understanding the impact of the decisions that they make.
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Having a clear vision of their goals and the path to achieve them.
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Avoidance of big financial mistakes they would make on their own.
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Having someone they can trust on their side.
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Organization, coordination, and control.
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Having the time to do what matters most in their life.
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Not worrying about money.
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Seeing their dreams become reality.
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Understanding money is the means, not the end.
What Sets Us Apart From Our Competition
First and foremost our client's are our employers. We are directly compensated by our clients and have a vested interest in helping them achieve their lifetime goals. We hold a fiduciary obligation to our clients to act in their best interests first. We are an independent advisory firm which gives us the carte blanche to find the best solutions for our clients beyond the bounds of one institution. We are fee-only, which means we are compensated by the advice we render and not predicated on the sale of the product; fee-only does not eliminate all potential conflicts, but conflicts are easier to disseminate and if any conflicts exist, they are disclosed. In comparison, brokerage representatives have to meet both employer and client expectations and this often leads to conflicts of interest, including providing recommendations that can vary the way the representative is compensated. In addition, advice from a brokerage firm is considered incidental in nature; clients are ultimately responsible for the decisions made even if that decision was influenced by the brokerage representative. Rather than shirk responsibility, we at BAM embrace the accountability we have towards our clients.
We invite you to explore our website to see how we can help assist you in seeing your financial goals reach their fruition.
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