BFF Financial is an organization of Wealth Strategists who specialize in identifying and resolving complex estate, business transfer, and retirement & investment problems.
Specifically, we look at all areas of your financial life and pull them together in a cross-disciplinary manner with the goal of meeting your financial security and asset preservation needs and objectives.
Unlike many other firms, at BFF Financial we do NOT outsource the review your estate planning documents, tax returns and insurance coverages to 3rd party professionals. We are cross-disciplinary advisors who understand the importance of having an advisor who is well-versed in all areas of your finances.
Your estate planning documents form the foundation of all of your wealth planning and your income tax returns are the most recent "report card" on how efficient your investment and other planning has been done.
It is inconceivable in today's world that an advisor can claim to offer "comprehensive" services yet can't read either your trust documents or your income tax returns.
While your tax planning can be "course-corrected" year-to-year, a mistake in your estate planning can create long-term and irreversible devastation if it's not corrected before a triggering event. This is why each of our client relationships begins with a thorough review of both your estate planning documents and your most recent income tax returns before we turn our attention to your insurance and investments.
For more information on how to determine if your current advisor actually offers the "comprehensive" services that he/she claims to provide click here or use the buttons below.
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