We help you achieve your goals through a consultative planning process that includes the development of strategies that manage financial risk while investing wealth over the long term to help you achieve your financial objectives. Enjoy the fruits of your labor. Bila Financial Wealth Management will help plan for your retirement and excite you for what's to come.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Services
Michael Bila can remember how he became interested in providing exceptional service at a very young age, although at the time he did not realize that his experiences working at the family gas station in Chesaning, MI as a teenager. Julie comes to us after working in health care management for 34 years, most recently as an executive managing claims and referral processes.
At Bila Financial Consultants, we are committed to maintaining the highest standards of integrity and professionalism in my relationship with you, our client. I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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