Educate, Empower, enlighten

No Bounds Financial Guidance—All Your Answers, One Team

Clarity, Confidence, and a Plan for Every Step with Our Virtual Family Office

Life feels lighter the moment you have one team supporting your full financial picture. With BFS Platinum, these are the benefits that help your next move feel possible. Want everything coordinated in one place? Our Virtual Family Office connects you to a hand-picked network of tax, legal, and business advisors—so every decision is informed and compliant.

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One Team, All the Answers

No more juggling multiple advisors. Get coordinated, expert-driven support from our Virtual Family Office partners.


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Education-First Guidance

Learn your options before you make decisions. Every step is explained, never rushed.


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Flexible, Accessible Service

Meet virtually, in-person at our Enfield office, or from wherever you are—your convenience comes first.


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CPAs

Are you a CPA that is looking to become a one stop shop for high net worth and business clients?  We offer a behind the scenes office of Advanced Planning with no strings attached. We are here to build up your brand and attract more high net worth clients by having access to our virtual family office. This is not a referral arrangement but rather we become your back office and give all the credit to you! You are the quarterback, the point guard for the client.

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Business Owners

Executives face unique financial challenges: concentrated stock, equity compensation, complex tax exposure, and planning for life beyond the C-suite. We provide structured strategies to help manage risk, diversify wisely, and protect long-term goals.

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Individuals & Families

Get one clear plan for your finances, from daily budgeting to legacy planning. Our family office approach brings every piece of your financial picture together, making it easy to manage today’s needs and tomorrow’s goals.

What We Do

Services That Bring Order to Your Financial Life

  • S.E.E.R. Program

    Simplified Employee Educational Resources program brings our financial experts directly to your site at a frequency tailored to your needs.

  • BFS Navigator

    A “Swiss Army Knife” that addresses all nine major concerns. Taking advantage of a special IRS rule, the Navigator allows you to save during your working years, then receive back, as income, the entire amount you initially saved less than four years after you retire! 

  • Retirement Income Planning

    Planning income for retirement is more than just numbers. We design personalized strategies—including guaranteed income and tax-free options—to help you enjoy your future.

  • Tax-Free Retirement Income

    Create more flexibility in retirement with strategies for tax-free income, including life insurance-based solutions tailored to your needs. 


  • Comprehensive Financial Solutions

    Access every solution under one roof—tax planning, risk mitigation, wealth management, legal services, business advisory, and charitable giving.

Insights & Resources to Guide Every Decision

Stay informed for every stage of your financial journey.

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the platinum Approach

Over 32 Years Guiding Clients to Financial Clarity

BFS Platinum knows that managing taxes, retirement, insurance, and business decisions can feel overwhelming. Many people worry about missing details or being pushed toward products they don’t need. That’s why for over three decades, our team—rooted in Enfield CT and serving communities in Conneticut, Massachussets and beyond -- and providing education-first financial guidance. Whether you’re planning for the future or solving today’s challenges, our Virtual Family Office model connects you to trusted professionals with a single, seamless experience, both locally and wherever you are.