Retirement is a Journey
Straight Answers, Confident Decisions
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Watch Video: Types of Clients We Serve
Are you concerned about Social Security?
At or Near Retirement?
Considering a professional advisor to help you plan?
Your vision and our experience. Together we strive to help you achieve the highest possible income in retirement and protect what’s important to you.
We believe that a goal without a plan is a dream.
We listen and help you solidify your financial goals and identify risks that can negatively impact your plan. BFS has access to hundreds highly rated investment and insurance companies to help you achieve your goals.
Our five-step process is efficient and friendly, and we take the time to hear what is important to you. We believe that following a disciplined and systematic process is essential to understanding our clients’ goals. And a well-informed client is equipped to make decisions with more confidence regarding their financial future.
There are no current events. If you would like me to speak at your place of business to educate your employees or colleagues, I can provide an educational and professional workshop to help your team understand their options.