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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:

  1. Tax Planning
  2. Risk Mitigation
  3. Wealth Management
  4. Legal Services
  5. 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.

<p>Custom Planning at your Fingertips</p>

Custom Planning at your Fingertips

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


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

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 - $1,195 all included)
  • 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. | 888-237-3127