Services

How We Work

Our firm offers a Virtual Family Office to both business owners and individuals.

We help business owners in the five major areas of running their business:

Tax Planning
Risk Mitigation
Wealth Management
Legal Services
Business Advisory

We help individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Custom Planning at your Fingertips

Click START NOW! to begin your customized financial plan and contact us when you have completed this initial process.

Start NOW!

Investments

PLEASE GO TO OUR INVESTMENT SITE (click on BFS Website at the top of the page) or go to:

www.boundlessfinancialsolutions.com

Financial Planning

Retirement Planning (see above to use your own personal planning link)
Tax Planning - for individuals & businesses (use our Client Information Questionnaire)
Tax FREE Retirement Planning (TFRA & Navigator)

Advanced Tax Strategies:

Philanthropy: Zero Estate Tax

"Super" 401K

Deferred growth > Tax-Free Income (shelter 70% of income)

Zero Capital Gains Tax (Real/Personal)

Lawsuit Protection (3rd party creditors, divorce, anonymity}

Client Information Questionnaire - Click Here
Proprietary software that includes your personal vault
Dual Legacy - Charitable Giving
Insured Family Legacy
Certified College Planning through CFS & ACF
College Plans (Tax Free College Planning)
College Preparation Assistance
Parents/Grandparents: Tax Free Planning for minors
Estate Plans
Probate (discounted)
Money Purchasing Plans
Profit Sharing Plans
Premium Finance

Insurance & Other Services

Fixed and Fixed Indexed Annuities
Life Insurance: Ask Watson Life Quotes
Life Insurance Review & Rescue
Long-Term-Care Insurance
Home Care Services
Disability Income Insurance
Auto & Home Owners Insurance
Beneficiary Liquidity Plans
Mortgage Acceleration Plans
Wills (discounted cost)
Trusts ( $500 - $895 all included)
Health Matching Plan (with free Telemedicine)
Health - Medi-Share & Safe Guard
Health - Individual & Group
Hospital Indemnity Plans
Medicare (Supplement & Advantage Plans)
Debt Elimination Plans
Student Loan Forgiveness Plans
Budget Counseling

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@bfs-team.com | 888-237-3127