Bachrach & Associates, Inc. : About



		Who We Are
		Vision
		Mission
		Values
		What We Offer
		Are We a Fit For You?

At BAI, we believe that a Financial Professional’s focus should start and end with the Clients’ values and goals in mind … and financial plans should be developed with the intent to create the highest probability of achieving those goals. That is what professionals do.

Classic sales training focuses on achieving the company’s and salespersons’ goals. Conversely, true professionals focus on providing the services that are required to achieve their Clients’ goals. Consider how doctors and attorneys concentrate solely on their patients’ and clients’ needs. As a result, their patients and clients trust them, follow their advice, and refer other people to them.

A delegation of decision-making responsibility does not represent an abdication of interest on the Client’s part but rather an acknowledgment of the professional’s superior knowledge. It is an informed transference of responsibility based on trust. We believe that Values-Based Financial Professionals™, who truly serve their Clients as Trusted Advisors, earn this level of trust.

Our philosophy requires that the client relationship be developed upon a foundation of trust with a singular focus on the Clients’ values and goals. We concentrate on helping you help your Clients establish BALANCE in their lives, experience ACHIEVEMENT of their goals, and do so in a way that maintains the INTEGRITY of their values. In turn, this will bring Balance, Achievement and Integrity to your professional and personal life. Essentially, we believe that you and your Clients deserve to “Live Life on Purpose.”

We welcome you and look forward to sharing your journey and celebrating the success you bring to your Clients as you help them live inspiring lives … while living an inspiring life yourself!