Wealth Management Services

BFS Wealth Management applies decades of experience and precise attention to detail to help our clients achieve their personal financial, investment and retirement objectives. Families, individuals and charitable organizations have all benefited from the expertise of our financial advisors. Our commitment is to create fundamentally sound, well-constructed financial plans and investment portfolios tailored to each client’s needs and goals. Investment portfolio strategies are designed to generate above market returns with below market risks*. Our sophisticated financial planning strategies provide you with a financial road map to retirement and peace of mind. Through our client focused approach, we provide the following services to our clients:

• Portfolio Construction and Investment Management
• Wealth Accumulator
• Investment Performance Reporting
• Comprehensive Retirement and Financial Planning
• A Personalized Financial Plan Covering a Variety of Scenarios:
  • Social Security Claiming Analysis
  • Retirement Income Withdrawal Strategies
  • Pension Plan Payout Analysis
  • Coordination with Other Professionals

*Disclosure

*Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement and the specific request and needs of the client. BFSG does not serve as an attorney, accountant, or insurance agent. BFSG does not prepare estate planning documents or tax returns, nor does it sell insurance products.

How much risk are you willing to accept?