Wealth Management SOS™
A “Second Opinion” Should NOT Be Optional
In today’s world, obtaining investment and other information is easy. However, choosing the investments and insurance coverages that are right for you and your specific situation is much more difficult. Why? It takes more than access to information to make “informed” decisions. At BFF Financial we specialize in identifying and resolving complex estate, business transfer, and risk mitigation issues as well as retirement and investment problems. Specifically, we have the experience and insight to 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.
BFF Financial’s Wealth Management SOS™ (“Second Opinion Service”) will provide you with a written evaluation of your living trust documents, most recent tax returns, insurance coverages and your investments. The money that BFF Financial’s Wealth Management SOS™ could potentially save you in unnecessary taxes, lower insurance premiums and/or lower investment fees could be saved and invested; or spent, thereby increasing your standard of living.
Even small mistakes, simple oversights and/or a few missed opportunities can compound over time thereby costing you and your family thousands and even hundreds of thousands of dollars. After the Wealth Management SOS™ review is completed and delivered, there is no obligation to utilize our services in order to implement the findings. No matter how confident you are about your current financial situation... a second opinion can help make sure you and your family are on the right path.
Complimentary Review or Paid Review?*
If you are presently working with or want to begin working with a financial advisor, our BFF Financial Wealth Management SOS™ (“Second Opinion Service”) is available to you as a Complimentary Consultation. Schedule Your Complimentary Consultation.
If you are presently a DIY’er and are merely looking for a professional “second opinion” to help ensure that you’ve covered all of your bases and haven’t missed anything or overlooked an opportunity, our Private Wealth Coaching™ program is available to you for a low flat fee. Learn more about our Private Wealth Coaching™ program.
* The determination of whether or not you should pay a fee for our Private Wealth Coaching™ or if you want to take advantage of our complimentary Wealth Management SOS™ (“Second Opinion Service”) is on the “honor system” as the determination about who pays a fee for our service (or not) is left up to those who seek our assistance.