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BAI Financial | Financial Counseling

Toll Free: (800) PLAN-120. At BAI we commit to helping you understand where you want your life to take you and how to get there. We do that by engaging our clients with objective and comprehensive financial counseling, designed and tailored to you and your family so that you end up with a customized plan you can look at daily. For our existing clients, please click on Account View. And sign in to your confidential portfolio management room. Disclaimer / Information Privacy.

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Marlowe & Associates

Rob Marlowe

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ro●@marlowe.net

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Marlowe & Associates

Rob Marlowe

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BAI Financial | Financial Counseling | baiplan.com Reviews

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Toll Free: (800) PLAN-120. At BAI we commit to helping you understand where you want your life to take you and how to get there. We do that by engaging our clients with objective and comprehensive financial counseling, designed and tailored to you and your family so that you end up with a customized plan you can look at daily. For our existing clients, please click on Account View. And sign in to your confidential portfolio management room. Disclaimer / Information Privacy.

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BAI Financial | Financial Counseling | baiplan.com Reviews

https://baiplan.com

Toll Free: (800) PLAN-120. At BAI we commit to helping you understand where you want your life to take you and how to get there. We do that by engaging our clients with objective and comprehensive financial counseling, designed and tailored to you and your family so that you end up with a customized plan you can look at daily. For our existing clients, please click on Account View. And sign in to your confidential portfolio management room. Disclaimer / Information Privacy.

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baiplan.com

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About BAI | BAI Financial

http://baiplan.com/about

Toll Free: (800) PLAN-120. BAI Financial’s service process has been proven effective over many years. Whether you are nearing or at retirement, just starting out or somewhere in between we customize our service for your specific needs and develop financial strategies to address your specific goals. You stay well-informed with BAI Financial through our Account View. Section here on our web site. You have complete confidential access to your portfolio and can visit whenever you wish to view your progre...

2

Our Team | BAI Financial

http://baiplan.com/team

Toll Free: (800) PLAN-120. LPL Investment Advisor Representative. Rich has over 30 years of experience as an accomplished Financial Counselor with LPL Financial, Merrill Lynch, MetLife, Phoenix Home Life, New England Financial and Employee Benefit Counselor for telecommunication employees. He has provided counsel and planning services to universities, public schools, telecommunications and health care organizations among many clients through the years. Rich enjoys golf, baseball, and traveling. Judith jo...

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Financial Counseling | BAI Financial

http://baiplan.com/counseling

Toll Free: (800) PLAN-120. Life In a Box. Budget Analysis and Management. Deductibles vs. Cash Reserves. Pre 59 1/2 Strategies. Health Power of Attorney. Financial Durable Power of Attorney. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Richard Balkcom may only discuss and/or transact securities business with residents of the following states: CA, CO, DE, FL, MA, MI, MO, NC, NJ, RI and TN. Disclaimer / Information Privacy.

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Company Resources | BAI Financial

http://baiplan.com/resources

Toll Free: (800) PLAN-120. BAI Financial works only with select partners who have been reviewed in depth and who have documented history of solid operational performance. This helps insure all of our clients receive first-class support at all times. Please click on the links below to learn more. Blackrock, ishares ETFs. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Disclaimer / Information Privacy.

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Disclaimer | BAI Financial

http://baiplan.com/disclaimer

Toll Free: (800) PLAN-120. The information contained in this website is not intended to (and cannot) be used to avoid IRS penalties. This website supports the promotion of marketing of Life Insurance, Annuity, Long Term Care, Disability, Pension, etc. You should seek advice based on your particular circumstances from an independent tax adviser. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Disclaimer / Information Privacy.

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BAI Financial | Financial Counseling

Toll Free: (800) PLAN-120. At BAI we commit to helping you understand where you want your life to take you and how to get there. We do that by engaging our clients with objective and comprehensive financial counseling, designed and tailored to you and your family so that you end up with a customized plan you can look at daily. For our existing clients, please click on Account View. And sign in to your confidential portfolio management room. Disclaimer / Information Privacy.

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