BAM Advisory Group

BAM Advisory Group Link In Bio๐Ÿ‘‰๐Ÿผ https://linktr.ee/bamadvisorygroup

Most people that have worked hard and saved for Retirement donโ€™t have a plan to maintain their lifestyle, at BAM Advisory Group, we customize retirement plans so you Retire w/ Confidence! At BAM Advisory Group we are ๐—ฐ๐—ผ๐—บ๐—บ๐—ถ๐˜๐˜๐—ฒ๐—ฑ to maintaining the highest standards of integrity and professionalism in our relationships with you, our client. We work to provide ๐ž๐ฑ๐ฉ๐ž๐ซ๐ญ๐ข๐ฌ๐ž ๐š๐ง๐ ๐ ๐ฎ๐ข๐๐š๐ง๐œ๐ž to our clients in the areas of:

โœ”๏ธ INCOME DESIGN

โœ”๏ธ INVESTMENT STRATEGIES

โœ”๏ธ TAX MITIGATION STRATEGIES

โœ”๏ธ HEALTH CARE PLANNING

โœ”๏ธ LEGACY

We pride ourselves on delivering ๐’–๐’๐’ƒ๐’Š๐’‚๐’”๐’†๐’…, ๐’…๐’†๐’๐’Š๐’ƒ๐’†๐’“๐’‚๐’•๐’†, ๐’‚๐’๐’… ๐’„๐’๐’†๐’‚๐’“ strategies to assist in setting and reaching your financial goals.

Retirement planning is full of โ€œcommon questionsโ€โ€ฆ but the real difference is knowing how the answers affect your plan.H...
10/09/2026

Retirement planning is full of โ€œcommon questionsโ€โ€ฆ but the real difference is knowing how the answers affect your plan.

Here are 3 questions that came up this week, and why theyโ€™re worth thinking through with intention.

We have some great educational events coming up and would love for you to join us.

Every dollar in a traditional IRA or 401(k) has a tax bill attached โ€” you just haven't paid it yet. Do you know how much...
10/07/2026

Every dollar in a traditional IRA or 401(k) has a tax bill attached โ€” you just haven't paid it yet. Do you know how much of your retirement income could go to taxes before it ever reaches you?

Link in bio to schedule a call today.

An outdated or incomplete estate plan doesn't disappear โ€” it just gets handed to a court to sort out. Is your legacy pla...
10/05/2026

An outdated or incomplete estate plan doesn't disappear โ€” it just gets handed to a court to sort out. Is your legacy plan built to serve your family, or to create work for someone else?

Link in bio to schedule a call today.

The way you draw from your accounts in retirement โ€” and when โ€” can affect how much of your income is subject to tax. Man...
10/02/2026

The way you draw from your accounts in retirement โ€” and when โ€” can affect how much of your income is subject to tax. Many people have more flexibility in this area than they realize. Let's talk about what strategies may be worth exploring for your situation.

A little love straight from the mountains. ๐Ÿ’ We were beyond thrilled to celebrate Dylan and Madi as they said "I do" sur...
10/02/2026

A little love straight from the mountains. ๐Ÿ’ We were beyond thrilled to celebrate Dylan and Madi as they said "I do" surrounded by the people they love most in Estes Park, Colorado. Here is to a lifetime of love, laughter, and adventures together. We are so incredibly happy for you both, congratulations! ๐Ÿ’›

Many retirement rules of thumb were built for someone else's situation. Your plan deserves more than a generalization. S...
09/30/2026

Many retirement rules of thumb were built for someone else's situation. Your plan deserves more than a generalization. Swipe through 3 misconceptions worth knowing โ€” then let's build something that actually fits. ๐Ÿ“… Link in bio.

Markets go up and down โ€” that's not new information. What matters is whether your income plan can hold up when one does....
09/28/2026

Markets go up and down โ€” that's not new information. What matters is whether your income plan can hold up when one does. Has your plan been stress-tested for a down year?

Link in bio to schedule a call today.

Thank you to everyone who joined us for our workshops this week!Here are 3 retirement myths we helped clear up, and the ...
09/25/2026

Thank you to everyone who joined us for our workshops this week!
Here are 3 retirement myths we helped clear up, and the facts behind them.
Want to attend the next one? Visit our link in bio.

Sequence-of-returns risk is real โ€” and it can have a significant impact on a retirement portfolio when withdrawals begin...
09/23/2026

Sequence-of-returns risk is real โ€” and it can have a significant impact on a retirement portfolio when withdrawals begin. Understanding this risk is an important part of your investment strategy. Let's talk through how it may apply to your situation.

Happy 1 year Liberty! ๐ŸŽ‰ In just twelve months she has faced every challenge head on, brought such a strong and steady pr...
09/22/2026

Happy 1 year Liberty! ๐ŸŽ‰ In just twelve months she has faced every challenge head on, brought such a strong and steady presence to this team, and has been an incredible support to Max every step of the way. Thank you for everything you bring to BAM. Here is to many more years ahead!

Address

165 S Union Boulevard, Suite 675
Lakewood, CO
80228

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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