Products & Services

At BACH Investments Plus LLC, we provide guidance and services to our private clients, businesses and institutional clients in the following areas:


Fee Based Services:

  • Investment AdvisoryServices*
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Planning
  • Business Planning
  • Private Banking      

Royal Alliance Associates, Inc. ADV Part II A

Brochure ADV Part II B - Vernon G. Baker

Brochure ADV Part II B - Jonathan W. Webb


Retirement/Education:

  • Rollover IRA
  • Roth IRA
  • Traditional IRA
  • SIMPLE IRA & SEP
  • Profit Sharing & 401k
  • 529 Plans
  • Coverdell Education IRA

Investments:

  • Mutual Funds**
  • Stocks & Bonds** (Commission transactions & Fee based)
  • Variable Annuities**
  • Fixed Annuities
  • Real Estate & REITs**
  • Structured Products**
  • ETFs**

Insurance:

  • Term Life Insurance
  • Permanent Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance (Individual & Group)

Other:

  • Investment Backed Lending
  • Brokerage CDs
  • Premium Financed Life Insurance

Trust Services:

  • AST Capital Trust Company
  • Franklin Templeton Bank & Trust, F.S.B.
  • Renaissance, Inc. Trust Services

* Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Adviser.
** Securities offered through Royal Alliance Associates, Inc., Member FINRA & SIPC
*** Insurance offered through BACH Investments Plus, LLC not affiliated with Royal Alliance Associates, Inc.