BFF | Our Services

Comprehensive vs. Targeted Planning

Although our planning approach is comprehensive in nature, the specific financial problems which bring our clients through our front door tend to be more specific and targeted in nature. Understandably most people focus on the most pressing problems facing them at that moment and realize that it is a good idea to seek professional assistance with these issues.

But why do people often seldom initially seek a review of their entire finances? They either fear the time commitment or they believe they already have it mostly covered. So, as we focus together on your most pressing problems, BFF Financial will also provide you with a comprehensive review of your entire situation to look for mistakes, oversights and/or missed opportunities. Not only is it wise to seek to save money anywhere you can, but finding these extra dollars might help in addressing your current most-pressing financial challenges as well.

Asset Protection & Risk Management

Business & Succession Planning

Education Planning

Estate & Wealth Transfer Planning

Fee-Based Financial Planning Advice

Income Tax Planning & Preparation

Investment & Wealth Management

Private Wealth Coaching™

Retirement Income Planning

Retirement Plans & Employee Benefits

"Security in Retirement" Review

Special Needs Planning

Most of our planning assignments include both financial modeling as well as implementation assistance.

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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.