Services

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.

Investments

PLEASE GO TO OUR INVESTMENT SITE (click on BFS Website)

Broker Dealer and Fee Based Platforms

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Individual 401k

Brokerage Accounts

Variable Annuity

Financial Planning

Retirement Planning (use our CIQ)

Tax Planning - for individuals & businesses (use our CIQ)

Client Information Questionnaire (CIQ) link (use PIN 725)   www.Advisorciq.com

401(k) Planning

403(b) Planning

Dual Legacy - Charitable Giving

College Plans

Estate Plans

Probate (discounted)

Money Purchasing Plans

Profit Sharing Plans

Insurance & Other Services

Fixed and Fixed Indexed Annuities

Life Insurance: Ask Sherlock Life Quote  https://mailchi.mp/caf9ade32679/asksherlock

Long-Term-Care Insurance

Home Care Services

Disability Income Insurance

Auto & Home Owners Insurance http://coreytsmithagency.com/

Beneficiary Liquidity Plans

Mortgage Acceleration Plans

Wills (discounted cost)

Trusts (under $900)

Health Matching Plan (with free Telemedicine)

Health - Medi-Share & Safe Guard

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.

rich@bfs-team.com | 860.983.5851