We recognize that trusting an investment with your hard-earned money is a big decision – and we take that responsibility seriously. At Bi-tone, your best interests are our best interests. Our fee-free financial advisors do not sell products nor earn commissions.
We strive to provide unbiased and independent advice. As a result, you can have the confidence that your Bi-tone advisor works only for you.
We offer the best quality financial education that leaves you feeling confident about your financial future.
We’re with you – if your needs change, your personalized plan will change right along with them.
Your Bi-tone advisor serves as the mastermind of your financial team – monitoring the efforts of accountants, attorneys, and other professionals to ensure your selected plan helps you achieve success.
For Individuals
Committed to You
What You Need
Financial Freedom
Worrying about money isn’t a nice way of having a good time.
Personalized Financial Planning
Your financial plans and targets should be as unique as your mindset and your goals.
A Great Today and Tomorrow
If we do not step forward, then we step back, if we don't protect a right, then we deny it. Secure your financial freedom now and even in retirement.
How You’ll Get It
We’re ready to set you on the path towards success with services that will make a meaningful impact on your financial life to create an outstanding boost in confidence.
We offer a wide range of wealth management services to address your unique needs and help young reach financial freedom.
- Financial Planning
- Investment Management
- Estate Strategies
- Insurance Analysis
- Disability Income Insurance
- Life & Health Insurance
- Long Term Care Insurance
- Retirement Planning
- Tax Saving/Reduction Strategies
- Philanthropic Planning
- Cash Flow Management
- Debt Management
- Educational Funding
Whether you need a full-service approach or a stand-alone solution, Bitone Finance can support your unique financial needs and get you and your finances where you want to be.
Get Control of Your Finances
Are you ready to take the next step towards peace of mind, financial freedom, and your personal brand of success? We’re ready to take that step with you.