Ali Barghelame

Experience

1. Owner

   Bwa Financial

   Jan 2008 — Present · Denver, CO, US

   I provide fee based business planning, gift and estate tax strategies, and wealth accumulation strategies.I offer an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present and offer solutions to fill them.I offer a broad portfolio of individual life, disability income and long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.Our services include a variety of advisory services. We may develop and implement estate strategies and business continuation strategies. We provide employee benefit and retention services as well as retirement analysis and programs. Our fee based financial planning may include asset management, life insurance and trust services.Often times we find ourselves working with an existing plan, set up and revised over the years by various advisors, with no coordination. We relish the challenge of repairing these plans and getting things in order for our clients.It is often helpful for us to be able to work with your existing advisors to make certain the plans we develop fit in with your other plans and can be implemented in an efficient cost-effective manner.Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Skills

• Comprehensive Wealth Management
• Investment Strategies
• Business
• Strategic Financial Planning
• Insurance
• Financial Services
• Business Planning
• Financial Planning
• Wealth Accumulation Strategies
• Financial Advisory
• Financial Analysis
• Life Insurance
• Investments
• Whole Life
• Business Continuity Planning
• Wealth Building
• Estate Tax Planning
• 401k
• Financial Markets
• Retirement
• Business Management
• Wealth Transfer Planning
• Term Life Insurance
• Insurance Planning
• Investment Products
• Business Analysis
• Financial Reporting
• Financial Management
• Personal Finance
• Small Business
• Financial Modeling
• Investment Advisory
• Business Strategy
• Estate Planning
• Disability Insurance
• Universal Life
• Wealth Preservation Planning
• Wealth Management
• New Business Development