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Welcome to Back9 Retirement Solutions 

Your Retirement Pros

About Us

It’s not about what’s your number, It’s about what’s your INCOME!

How will you replace your paycheck when you “Make the turn” to the BACK9?

BACK9 is a boutique financial services and wealth management firm which provides fully integrated services to assist our clients in achieving their retirement income planning goals and objectives. While most advisors claim they offer retirement planning as one of their services, Retirement Income Planning is the cornerstone of our firm. We are a completely independent firm and are not affiliated with any insurance, investment or technology companies. We do not have any proprietary products.

Our commitment to excellence coupled with a unique blend of experience, specialized expertise, cutting edge technology and passion, allows us to create highly personalized retirement income solutions. We help our clients make “The Turn” from earning an income, to intelligently creating income from their assets, social security and any pensions they may have.

We “deliver intelligent income solutions and advice, supported by best of breed products, we do not lead with products.” Contact us today for your free sample Retirement Income Plan!

Our Services

Investment Management

The cornerstone of our investment management philosophy is asset allocation based on Modern Portfolio Theory (MPT). It is widely accepted that asset allocation, not security selection, is responsible for 90% of the variance in portfolio returns.

Estate Planning

Estate planning is the process of accumulating, preserving and distributing your wealth, in order to achieve specific financial goals during your lifetime, and to provide for your heirs, beneficiaries and/or charities, according to your wishes, upon your death.

Business Owner Services

Many of our clients are owners of closely held businesses. We provide a host of services that allow the client to focus on what they do best – run and grow their business.

Retirement Planning

One of the most important objectives of comprehensive financial planning is to secure an enjoyable retirement. To that end, we have established BACK9 Retirement Solutions.

Risk Management

Proper risk management is vital to a comprehensive financial plan, not only for your investment portfolio, but also for potential unforeseen life events.

Social Security Planning

Americans are increasingly being forced to rely upon their own retirement savings to create the retirement income they will need.