How We Work

Our firm specializes in helping 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

Custom Planning at your Fingertips

Click here to start your customized financial plan 

Start NOW!


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 CIQ)
  • Tax FREE Retirement Planning (TFRA & Navigator)
  • Client Information Questionnaire (CIQ) link (use PIN 725) -- Click Here  
  • Proprietary software that includes your personal vault --- click here
  • Dual Legacy - Charitable Giving
  • Insured Family Legacy
  • 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 Sherlock Life Quote: Click Here  
  • 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 ( $895 - $1,145 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. | 860-492-6878