Our services

Every Piece of Your Financial Life—Solved Together

How we can help

All-in-One Financial Solution

When financial needs are connected, you deserve a team that sees the big picture. BFS Platinum’s Virtual Family Office model means one relationship covers all your financial bases—from tax to insurance, business planning to legacy building. We provide comprehensive financial services across the country, and wherever life takes you, blending local expertise with nationwide reach. With us, every recommendation is coordinated—never siloed—so you can move forward with total clarity.

Tax Planning

• Tax-Free Retirement Planning
• Advanced Tax Strategies 
• Charitable Giving 
• Dual Legacy 
• Philanthropy

FinanciaL options

• Retirement Planning 
• Client Information Questionnaire 
• Certified College Planning 
• Estate Planning
• Family legacy

Insurance and Other Services

• Fixed Index Annuities
• Wills and Trusts at Discounted Prices 
• Home Care Services 
• Beneficiary Liquidity Plans 
• Long-Term Care Plans
• Life Insurance Review and Rescue 
• Disability Insurance
• Health Insurance -- Individual and Group
• Medicare 
• Mortgage Acceleration Plans 
• Debt Elimination Plans

Business Owners 

• Advanced Tax Strategies 
• 401K Planning 
• Profit Sharing Plans 
• SEER 
• CPA (One-Stop Shop) Connection

Education 

• Tax-Free Retirement Planning 
• Advanced Tax Strategies 
• BFS Navigator 
• Workshops 
• Specialized Strategies

Virtual Family Office

take the next step with us

Ready to See Your Full Financial Picture?

BFS Platinum offers a holistic review to identify gaps, opportunities, and the best next moves for you or your business. Big-firm resources, small-firm care—our team is here to guide you from your first question to your biggest milestones.