Professional Specialty: Financial/Investment Planning
We help organize and coordinate the financial affairs of a select group of families and businesses throughout the Carolinas. Acting as our client’s CFO we create and implement a recovery plan in this economic downturn through a unique financial planning process that includes portfolio allocation and customized management.
We are looking for mutually beneficial long-term relationships with families and individuals that we can help to achieve their life goals as opposed to selling an investment product. We offer objective fee based* advice using non-proprietary investment solutions for our clients. We partner with our client’s CPAs, estate and business attorneys to help create a seamless advisory experience. We often utilize our extensive network of resources in the community to meet the needs of our clients.
Bahr Advisory Services of Raymond James & Associates provides ongoing holistic financial planning solutions to our clients.We have a great deal of experience helping those with issues relating to pre-retirement planning, post-retirement issues, and estate planning.We work with nonprofits and their boards on planned giving education and drafting investment policy statements for their endowments and we help small business owners to customize appropriate retirement and estate plans for their businesses.
If you would like to learn more about Bahr Advisory Services click here.
John Bahr
We help organize and coordinate the financial affairs of a select group of families and businesses throughout the Carolinas. Acting as our client’s CFO we create and implement a recovery plan in this economic downturn through a unique financial planning process that includes portfolio allocation and customized management.
We are looking for mutually beneficial long-term relationships with families and individuals that we can help to achieve their life goals as opposed to selling an investment product. We offer objective fee based* advice using non-proprietary investment solutions for our clients. We partner with our client’s CPAs, estate and business attorneys to help create a seamless advisory experience. We often utilize our extensive network of resources in the community to meet the needs of our clients.
Bahr Advisory Services of Raymond James & Associates provides ongoing holistic financial planning solutions to our clients.We have a great deal of experience helping those with issues relating to pre-retirement planning, post-retirement issues, and estate planning.We work with nonprofits and their boards on planned giving education and drafting investment policy statements for their endowments and we help small business owners to customize appropriate retirement and estate plans for their businesses.
If you would like to learn more about Bahr Advisory Services click here.
Long Term Care Quotes & Education http://johnbahr.ltcclient.com/