Who we are What we do Who we do it for Our philosophy
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Bearing provided top-level service and highly personalized solutions for my needs in a proactive and professional manner.”
 
Randall Williamson

 

Private Equity and Life Insurance: Together at Last?

...Private Equity enhances growth and potential, while Whole Life upgrades shelter and safety...

Does Money Grow on Trees?

right now, money is free...that is an economic reality that will not persist

A Belated Happy New Year…

A very belated Happy New Year from Bearing Capital Partners...

We manage comprehensive business and personal financial services solutions for you.

We use a Client-focused, customized approach to develop innovative and time-tested financial management solutions that help you set and meet your goals, balance your objectives with current fiscal realities, take advantage of opportunities as they arrive and manage your resources effectively from a tax point of view.

We help you grow and manage wealth, plan and prepare for the unexpected while maximizing tax efficiency—allowing you to keep more of your money at the end of the day. And we do this in a way that is highly personal and completely integrated to ensure we meet all of your planning needs.

local offices
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Strategic Planning
 
Risk Management
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Wealth & Retirement Planning
Tax and Cash Flow Analysis
Estate & Legacy Allocation
Succession Planning
Corporate & Financial Planning
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5 Risk Analysis
4 Life Insurance
3 Disability and Critical Illness
2 Funding & Structure
1 Tax Deferral & Asset transfer
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Employee Benefits
 
Investment Strategies
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5 Health & Dental Plans
4 Executive Compensation Strategies
3 Life Insurance & Disability Solutions
2 Executive Healthcare Solutions
1 Living Benefit Solutions
1 Group Pension & Retirement Plans
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5 Performance Review
4 Asset Allocation & Review
3 Comprehensive Risk Analysis
2 Return Attribution
1 Manager Selection
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