BackNine Advisors is a financial advisory firm specializing in retirement planning, Medicare guidance, and personalized financial services. With a focus on relationship-driven advice, they offer investment management, estate planning, insurance solutions, and detailed market analysis to help clients achieve long-term financial security and peace of mind.
Relationship-driven approach
Comprehensive financial planning
Expertise in Medicare and retirement strategies
Services
Retirement Planning
Help clients plan for retirement income, investment strategies, and long-term financial security.
Retirement income strategiesInvestment portfolio managementEstate planning integration
Medicare Guidance
Assist clients with Medicare eligibility, plan selection, and Social Security optimization.
Medicare eligibility assessmentPlan comparison and selectionSocial Security analysis
Investment Management
Provide hands-off or full-service portfolio management tailored to client risk tolerance.
Offer personalized insurance coverage for various life stages and risks.
Dental & Vision insuranceDisability insuranceLife insuranceLong-term care insurance
Credentials & Certifications
AIF® (Accredited Investment Fiduciary)
Since N/A
CFP® (Certified Financial Planner)
Since N/A
CLU® (Chartered Life Underwriter)
Since N/A
ChFC® (Chartered Financial Consultant)
Since N/A
MSFS (Master of Science in Financial Services)
Since N/A
Reviews
Rating
5
★★★★★
Reviews
2
Frequently Asked Questions
How do I approach saving for big goals? +
BackNine Advisors helps clients create personalized savings plans aligned with their financial goals, using strategies like budgeting, tax-efficient investing, and goal prioritization.
Will my resources last through retirement? +
The firm conducts comprehensive retirement income analyses to ensure clients' resources are projected to cover the entire retirement period, considering inflation, healthcare costs, and lifestyle preferences.
Where do I start with Medicare? +
BackNine Advisors provides step-by-step guidance on Medicare eligibility, plan selection, and enrollment, ensuring clients understand their options and choose the best coverage for their needs.
5.0
