Your relationship with BFF Financial doesn’t end once we complete our initial work and you have implemented your plan. Given today’s complex and ever changing tax laws and because your personal situation and objectives are not static, the plan you develop today will rarely meet all of your needs in the future.
By periodically meeting with you, we will analyze any changes in your financial situation, evaluate their impact on your current planning, and recommend alternatives as necessary. This often-ignored step is critical to help ensure the long-term benefit of the planning process for you and your family.
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