B
B

B A Services, Inc.

contact for price

Sorry this pro can’t do your job, but we know other pros who can.
Introduction: Advisor Profile: “I provide solid solutions to client’s problems, gaining their respect as a professional, loyalty as a client and friendship for a lifetime.” Education and Career Highlights: Ken is a natural problem solver and an attentive listener. For more than thirty years, he has been offering clients sound financial solutions. Providing tax preparation and accounting services for blue-collar workers and small business owners paved the way to full financial services business. Ken has found success by presenting sound solutions in common-sense terms, creating an effective plan that his clients find simple to follow. Services offered are the following: * Life Insurance * Personal Financial Planning * Property and Casualty Insurance * Investment Planning * Estate Planning * Retirement Planning * Tax Planning * College Funding * Elder Care Issues His licenses and designations are the following: * Enrolled Agent * Life and Health License * FINRA Series 6 * FINRA Series 63 * Property and Casualty License * Mortgage Loan Office License, Currently Pursuing * True Financial Age Advisor * College Planning Specialist * Be Your Own Banker Consultant * National Society of Accountants * National Association of Tax Professionals * Independent Accounting Association of Michigan * American Association of Long Term Care Insurance * National Association of Insurance and Financial Advisors He is licensed in Michigan. Compensation is paid via fee and commission. Client Support and Service: Small business owners are Ken’s client focus. He sets himself apart by filling various roles that small businesses need but are often unable to afford. Those roles include providing tax advice and preparation, accounting services, retirement planning and life and health insurance. Finding products and solutions which benefit the business owner, rather than the employee, is a view ignored by many traditional financial planners. Presently, Ken is educating clients on how to best navigate the new health-care laws successfully. Building open relationships through communication helps Ken provide the best service for his clients. He meets the needs of the middle class by providing an understanding of their overall financial health and a sense of direction and purpose in meeting their goals. Giving Back: Ken has provided tax preparation services to seniors for over 35 years. When his clients become senior citizens at 65, he completes their tax returns free of charge. During the holiday season, Ken and his wife assist local low-income families by presenting gift cards to parents for the purchase of gifts for their children. Client Impact: Ken met with a client to review his estate plan. They were reviewing the accuracy of information regarding the trustees and beneficiaries and the plan for distribution of his assets. Over the course of a few months, the client’s assets were organized, and he named his children as beneficiaries. In addition, Ken included in the plan a way to provide a home and living expenses to the client’s girlfriend. When the client passed away, the beneficiary change saved the children a minimum of $15,000 in estate taxes. The financial plan allowed for an easy transfer of funds and a clear picture of his client’s desires. Most Gratifying Aspect of Being an Advisor: Ken enjoys helping others find creative financial solutions and working with clients who are eager to play a role in their own financial well-being. The client always comes first, and each can expect a common-sense approach that places them on a positive path towards accomplishing their long-term goals. Financial Strategy from Kenneth May: Find an advisor who is trustworthy and capable of explaining investment options clearly based on your individual needs and goals.
Payment methods

Ask this pro about their preferred payment method.