Michael Bila

At Bila Financial Wealth Management, we believe that success in retirement is a uniquely personal journey. It's about defining your own vision for the future and creating a plan to achieve it. We approach financial planning with a consultative approach, partnering with our clients to understand their aspirations, concerns, and individual circumstances. This personalized approach allows us to develop tailored strategies that manage financial risk while investing your wealth over the long term, helping you reach your financial objectives and enjoy a fulfilling retirement.

Our Services

We offer a comprehensive suite of financial services designed to address all stages of your financial life.

Retirement Planning is the cornerstone of our practice. We understand the complexities of planning for a comfortable and secure retirement. We work closely with our clients to develop customized retirement plans that factor in their income streams, expenses, desired lifestyle, and anticipated longevity. We explore various investment options, coordinate with retirement plan providers, and analyze asset allocation strategies to ensure a smooth transition into retirement.

Understanding the importance of preparing for the future of your loved ones, we offer expertise in Estate Planning. This involves creating a roadmap for the distribution of your assets after your passing, minimizing estate taxes, and ensuring your wishes are carried out. We guide clients through the process of creating wills, trusts, and other estate planning documents, providing peace of mind knowing that their legacy is protected.

For those seeking to build long-term wealth and protect their hard-earned assets, we offer Investment Management services. Our team utilizes a disciplined investment process, analyzing market trends, evaluating investment opportunities, and constructing diversified portfolios tailored to each client's risk tolerance and time horizon. We strive to deliver consistent long-term returns while preserving capital.

In the realm of Insurance Planning, we work with our clients to identify their unique needs and risks. This involves evaluating life insurance, disability insurance, long-term care insurance, and other insurance products to ensure adequate coverage for their families, income protection, and future healthcare needs.

We recognize the complexity of tax planning and offer Tax Planning services to help our clients minimize their tax liability legally and strategically. We analyze income streams, investment strategies, and life events to identify tax-efficient opportunities and assist with tax preparation.

Finally, through our Money Management services, we empower clients to take control of their finances. This includes creating budgets, tracking expenses, setting financial goals, and developing strategies for debt management. We provide guidance and support to help clients make informed financial decisions and achieve their financial aspirations.

Our Team

At Bila Financial Wealth Management, we are driven by a team of highly experienced professionals who are passionate about helping our clients achieve their financial goals. Our team consists of certified financial planners, chartered life underwriters, wealth management advisors, and a dedicated operations director. Each member brings a unique set of skills and expertise to the table, working collaboratively to provide comprehensive and personalized financial guidance.

Our Values

Integrity, transparency, and client-centricity are the core values that guide our firm. We believe in building lasting relationships with our clients based on trust and open communication. We are committed to putting our clients' best interests first, providing objective advice, and acting as their trusted financial partners.

Commitment to Excellence

We are dedicated to providing exceptional client service and continually strive to enhance our knowledge and expertise. We stay abreast of the latest industry trends, regulatory changes, and investment strategies to ensure that we are offering our clients the most up-to-date and effective financial guidance.