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BMI Consulting // Preserving wealth for the Next Generation

BMI Consulting, LLC is a business advisor to business. The focus is to assess, design and implement excellent solutions for our clients. Through our research, proactive problem analysis, and creative solutions, BMI offers ethical, efficient, and effective answers to the tax, retirement, and transition needs of our clients. Telephone 888-264-7658 / Fax 949-900-0096 / Address 15520 Rockfield Blvd., Suite G; Irvine, California 92618.

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CONTACTS AT BMICONSULTING.COM

BMI Consulting

Jeff Oberholtzer

15520 R●●●●●●●ld Blvd

Su●● G

Ir●●ne , California, 92618

United States

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BMI Consulting

Jeff Oberholtzer

15520 R●●●●●●●ld Blvd

Su●● G

Ir●●ne , California, 92618

United States

949●●●099

949●●●096

we●●●●●●●@standel.com

View this contact

BMI Consulting

Jeff Oberholtzer

15520 R●●●●●●●ld Blvd

Su●● G

Ir●●ne , California, 92618

United States

949●●●099

949●●●096

we●●●●●●●@standel.com

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BMI Consulting // Preserving wealth for the Next Generation | bmiconsulting.com Reviews

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BMI Consulting, LLC is a business advisor to business. The focus is to assess, design and implement excellent solutions for our clients. Through our research, proactive problem analysis, and creative solutions, BMI offers ethical, efficient, and effective answers to the tax, retirement, and transition needs of our clients. Telephone 888-264-7658 / Fax 949-900-0096 / Address 15520 Rockfield Blvd., Suite G; Irvine, California 92618.

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BMI Consulting // Preserving wealth for the Next Generation | bmiconsulting.com Reviews

https://bmiconsulting.com

BMI Consulting, LLC is a business advisor to business. The focus is to assess, design and implement excellent solutions for our clients. Through our research, proactive problem analysis, and creative solutions, BMI offers ethical, efficient, and effective answers to the tax, retirement, and transition needs of our clients. Telephone 888-264-7658 / Fax 949-900-0096 / Address 15520 Rockfield Blvd., Suite G; Irvine, California 92618.

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bmiconsulting.com

1

BMI Consulting // The Founders

http://www.bmiconsulting.com/thefounders.html

Stanley and Guy co-founded BMI Consulting, LLC in 1993. Both serve as Managing Directors and oversee the technical implementation and marketing of the succession plans. Guy actively works with the professional community to market and explain the concepts and determine the best strategy for the client. Stan concentrates on the backroom design and implementation process. Guy is a life member of the Top of the Table, with over 26 qualifications. He has written several books and spoken to numerous indust...

2

BMI Consulting // Services: Cases

http://www.bmiconsulting.com/Cases/index.html

A Mega Auto Dealership owned by a holding company. Multiple entities include a Bank, Real Estate Development Company and seven auto dealerships. Ownership wanted to reward key personnel with an incentive based compensation plan based on competitive pay practices in the area. A study would include all facets of executive fringe benefits including group life and disability recommendations. An international distributor with facilities in 16 major cities throughout the United States and Canada. Civil Enginee...

3

BMI Consulting // The 3 Circles of Wealth / Wealth Accumulation

http://www.bmiconsulting.com/3circles/index.html

If you knew your wealth accumulation plans could deliver significantly more value for the same costs, would you consider an alternative strategy? Most of our clients say they were unaware of the opportunities available until we presented our ideas. BMI Consulting is well known for their innovative and efficient funding programs. How long has it been since you allowed a professional advisor to take an independent second look at your company retirement plan or your personal portfolio of investments?

4

BMI Consulting // Mission

http://www.bmiconsulting.com/mission.html

BMI Consulting, LLC is a business advisor to business. The focus is to assess, design and implement excellent solutions for our clients. Through our research, proactive problem analysis, and creative solutions, BMI offers ethical, efficient, and effective answers to the tax, retirement, and transition needs of our clients. Our network of consultants around the United States provide. Understand and adhere to the following values:. S are our top priority. Product solutions are the last step. BMI Consulting...

5

BMI Consulting // Network of Consultants

http://www.bmiconsulting.com/consultants.html

Guy E Baker, CLU, ChFC / BTA Advisory Group. 15520 Rockfield Blvd. Suite G. 888 264-7658 x 311. BMI Consulting / San Jose. 181 Metro Drive, Suite 400. San Jose, CA 95110. BTA Advisory Group / San Diego. 3131 Camino Del Rio North. 4115 Blackhawk Plaza Circle, Suite 100. Dick Vandersande and Associates. 308 West Erie Street, Suite 502. William Bieda, CLU. Telephone 888-264-7658 / Fax 949-900-0096 / Address 15520 Rockfield Blvd., Suite G ;Irvine, California 92618.

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btagroup.net

Frequently Asked Questions About IRAs : BTA Advisory Group

http://btagroup.net/easyira

Frequently Asked Questions About IRAs. So what is an IRA? An IRA is an acronym for Individual Retirement Account. They were originally established for individuals who didn’t have access to a company or organizational retirement plan. They have developed into plans specifically adapted to defer tax dollars into a retirement plan for individual use. IRAs are great tools for moving money out of an old 401(k) plan while still being able to make contributions and remain invested. Third, you can start an Indiv...

btagroup.net

Books : BTA Advisory Group

http://btagroup.net/books

Guy’s 13 fundamental principles for financial independence are time-tested and philosophically sound principles. You will learn first hand from Guy’s own experience how he applied these principles to create wealth in his own life. Baker’s Dozen highlights the value of securing the family’s welfare before taking on the risk of higher yields. A valuable book to help you understand sound financial advice. What investment strategies should an investor mix together to achieve long-term financial success?

btagroup.net

Services : BTA Advisory Group

http://btagroup.net/services

Whether you are an individual. Or a business owner. Our firm is here to help you navigate through every stage of your life. You may have an IRA. Or need assistance with setting one up and our job is to help you to effectively plan for your retirement. Clients find that by partnering with us, the process is much more manageable. We offer 401(k) plan asset management, as well as assisting the individual with selecting the optimal portfolio that works with your retirement goals. There are many things that c...

btagroup.net

Our Team : BTA Advisory Group

http://btagroup.net/about-us/our-team

We are a financial planning firm with over 45 years of experience. We have discovered that most people are so busy with being successful, they have little time or patience for the fast rate of change within realm of retirement planning and financial services in general. We are experts and skilled in helping these successful and busy entrepreneurs and executives organize, assess, and ultimately realign the varied assets they maintain. Your message was successfully sent.

btagroup.net

About Us : BTA Advisory Group

http://btagroup.net/about-us

Founded by Guy Baker in 1986, BTA Advisory Group was developed to meet a specific need. The need is this: We have discovered that most people are so busy with being successful, they have little time or patience for the fast rate of change within realm of retirement planning and financial services in general. BTA Advisory Group is expert and skilled in helping these successful and busy entrepreneurs and executives organize, assess, and ultimately realign ther varied assets they hold in their 3 Circles.

btagroup.net

Guy Baker : BTA Advisory Group

http://btagroup.net/about-us/our-team/guy-baker

Guy serves as Chairman of the Board of American Family Living. He is an Elder at Grace Church after serving as Chairman of the Deacon Board. He is also a Founding Trustee for Grace Classical Academy, a k-8 private school for families seeking a classical education. In addition, he serves on Advisory Board of the Torrey Institute at Biola University. Your message was successfully sent. Securities offered through Lion Street Financial, LLC, Member FINRA.

btagroup.net

In The Press : BTA Advisory Group

http://btagroup.net/about-us/in-the-press

Worth Magazine has recognized Guy Baker as one of the top 250 wealth advisors in the United States. You can view the cover of the issue as well as the inside page listing Guy, below. Click on either of the images to view a larger copy. Your message was successfully sent. Securities offered through Lion Street Financial, LLC, Member FINRA.

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:: Bariatric & Metabolic Intelligence ::

Business Planning / Financial Analysis. Avg increase in volumes. Showed a thorough understanding of the business of bariatric surgery and worked very hard to optimize all aspects of our practice from marketing to patient flow and staff management; cannot recommend them enough! Dr Jim Dasher, Highpoint, NC. PO Box 862 Ellenton, FL Florida 34222 (856-332-3333).

bmiconsultant.com

BMI | Home

Durven bewegen op de grens van weten en niet weten. Een belangrijke voorwaarde voor ontwikkeling is in staat zijn om complexe zaken te doorgronden en terug te brengen tot de essentie. Om vervolgens de stap vooruit te kunnen zetten. Net zoals een bedrijf alleen kansrijk is als het verbonden is met de omgeving en alle mogelijkheden die daarin aanwezig zijn, zo geldt ook dat medewerkers binnen alle geledingen van een bedrijf met elkaar en met de buitenwereld verbonden moeten zijn. Die verbinding is nooit ee...

bmiconsultants.be

Home

Ik wil een afspraak maken. Ook voor Exclusieve Auto’s. BMI Consultants B.V.B.A. BMI Consultants B.V.B.A. is een onafhankelijke. Verzekeringsbemiddelaar, die haar activiteiten heeft toegespitst op het gebied van verzekeringen en pensioenen voor particulieren en bedrijfsmatige relaties, zowel in België als in Nederland. Vergelijking premies en voorwaarden van diverse verzekeraars. In samenwerking met ons kantoor in Nederland Witte-Boussen Assurantiën B.V. BMI Consultants B.V.B.A.

bmiconsulting.biz

BMI & Associates, LLC

Double-click to High Level Strategic Counsel for Clients Around the World. BMI and Associates, LLC. Click here to edit title. Click here to edit title. Click here to edit title. Click here to edit title. Click here to edit title. BMI, and its collective partners, has improved the lives of more than 100 million people throughout the world. The Work We Do For Our Clients. Facilitating discussions between policymakers and experts to develop fact-driven solutions. BMI and Associates, LLC.

bmiconsulting.com

BMI Consulting // Preserving wealth for the Next Generation

BMI Consulting, LLC is a business advisor to business. The focus is to assess, design and implement excellent solutions for our clients. Through our research, proactive problem analysis, and creative solutions, BMI offers ethical, efficient, and effective answers to the tax, retirement, and transition needs of our clients. Telephone 888-264-7658 / Fax 949-900-0096 / Address 15520 Rockfield Blvd., Suite G; Irvine, California 92618.

bmiconsulting.net

IT Management | Business Consulting Firm | Washington DC

Bmi Consulting Group provides quality Business and Information Technology management consulting services. About Our Business and IT Management Consulting Services. Home office is located in Washington D.C. The Company maintains a staff of senior Business and Information Technology management consulting professionals and has established partnerships with several other firms to delivery the highest quality solutions to its clients. Contracting Vehicles and Certifications. Our information technology and bus...

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B.M.I. Contracting in mountlake terrace, WA

Mountlake terrace WA 98043 US. Web: http:/ bmicontracting.com. BMI Contracting is a full service General Contractor able to handle the smallest of repairs up to a full scale remodeling project. Customer satisfaction is the number one priority in every scope of a project. Special attention is given to every aspect from bidding to completion, the customer is always informed of any possible option available. Open 24 Hours, 7 Days a Week. Pacific Standard Time (GMT -8.0). Get the domain name you really want!

bmicontractors.com

Home | BMI Contractors, INC. - Salem, Oregon

BMI Contractors, Inc. Was established in 1983 to meet a growing demand for high quality, merit shop mechanical installation. Since then BMI Contractors, Inc. has completed hundreds of projects. In a growing range of industries. Although we have enjoyed considerable growth over time, several constants remain. They are quality workmanship, innovative thinking. The formula for the success of BMI Contractors, Inc. is simple. We hire and train the best people.

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