Palmquist Annuity What problems did we help the client solve? Client had an annuity that was expiring and was looking for the best interest rate […]

What is the background on how the client was introduced to our firm? Journey construction has been a client for 4 years. I had a […]

What is the background on how the client was introduced to our firm? Dick Bjorklund first started working with his dad many years ago. Phil […]

Austin worked with colleagues Brad Neugebauer and Tom Hannon to help their client solve their tax strategy challenge with a DAF.

Author Neil Rackham paired with Balefire’s Mark Greene to publish the following report, based on 12 years of research and 35,000 sales calls. This report […]

Great work, Dan! Dan maintained a long term relationship with a smaller client that grew into a large opportunity.

Great work, Brian! The Phelan’s were introduced to Balefire by one of our long term Cornerstone Clients. They were lookingfor a local advisor and firm […]

Great work, Jacinta! While the Bloundt family had a large investment account with the firm, they had not been monitoring their 401(k) plan.

Great work, Pete! He worked with the Pella investment committee to introduce the topic of private placement COLI funding.

Great work, Dustin! He worked with Chris and Carla Osborn to produce the following case study.

Find our Balefire E&O Certificates here for your use. For any questions, please reach out to Mark Oswald, CCO.

Great work, Austin! He helped with planning/investments and gathering all information for them to put into one place.

We’ve got a double! Great start to the year, Austin! He helped the client roll all investments into one account, giving him a plan to […]

Great work, Chris! Chris Tipton shares with us his recent success earning him a Spot Bonus. Nice work!