Broker Check

As your Financial Concierge, BACK9 Retirement Solutions provides comprehensive wealth planning services
including, but not limited, to our core financial areas below:

Business Owner Services

We provide a host of services that allow the client to focus on what they do best; run and grow their business.

Estate Planning

As a key component in any comprehensive financial plan, BACK9 incorporates Estate Planning into your overall financial and investment plan.

Investment Management

It is critical to have the right approach, or combination of approaches, to asset allocation for your goals, risk tolerance and the market environment. Our investment management platform offers four approaches, each with different strengths.

Retirement Planning

To assist our clients in this highly specialized area, we incorporate a similar process to our comprehensive planning approach, just focused on retirement income distribution.

Retirement Income Planning

Retirement Income Planning is the cornerstone of our firm. BACK9 develops a plan that addresses your current position and future goals and objectives across various financial disciplines.

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.