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Our Philosophy


BACK9’s mission is to enhance the quality of our clients’ lives through an active partnership in the development and implementation of comprehensive, intelligent and customized retirement income solutions.

BACK9’s uncompromising commitment to providing independent and objective advice resonates with our clients and business affiliates. Serving as client advocates, we deliver comprehensive, intelligent, personalized and unbiased financial solutions with unwavering objectivity. Our philosophy is to; “Deliver intelligent financial solutions and advice, supported by best of breed products, we do not lead with products.” We strongly believe that it is vital to educate our clients in order to make more informed financial decisions. Many claim to deliver superior service. We practice it every day as we serve our clients.

Partnering with Our Clients

BACK9 partners with our clients to help you pursue your life’s goals through a holistic approach to retirement income and wealth management planning. We recognize that each of our clients have their own unique goals and dreams. We specialize in developing strategies designed to address these special needs. Since complex relationships exist between the various aspects of personal finances, we serve as your personal financial concierge to integrate these disciplines through our seamless approach to wealth management.

We serve as a partner in the development of your wealth plan and in the implementation of these strategies as you pursue your financial independence. We work with you on your terms – providing just as much or just as little help as you want or need. We can focus on one specific issue or develop an entire comprehensive financial plan covering all facets of your financial life.

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. Our commitment to excellence coupled with a unique blend of experience, specialized expertise, integrity 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. BACK9’s success is directly attributable to our teams nearly 50 years of combined experience in the financial services business. In addition to our internal team of professionals, we have developed strategic partnerships with experts in the areas of tax planning, estate planning, employee benefits and risk management including, including life and long term care insurance planning. This combined access allows us to better address all of our clients’ needs.