Financial Planning

Financial Planning is the holistic process of creating a roadmap to achieve financial success. This roadmap includes critical areas such as Retirement, Investments, Insurance, Taxes and Estate planning. A true financial plan does not stop there, however, but extends to those non-financial goals and dreams that may still be waiting to be realized. We help our clients unlock the potential of their plans while allowing them to explore their dreams and the possibilities that they may have never imagined.

Wealth Management

The cornerstone of Wealth Management is the investment management process. Consistent with the proponents of Modern Portfolio Theory and the theories of some of the greatest investment minds of our time, BFA uses a common sense approach to reduce investment risk while maximizing the potential in every client’s investment portfolio. Each portfolio is reviewed quarterly for opportunities and rebalanced to take advantage of changes in the market and to maintain the portfolio’s target risk profile. Additionally, each quarter, clients receive a personalized performance report and newsletter that summarize the complexities of the market changes into an easy-to-read performance recap. Our process is a simple but reliable solution to an otherwise complex and sometimes confusing task.

Your First Meeting

Your initial meeting is a complimentary session that is designed to give you an opportunity to learn more about us in a friendly and relaxed atmosphere. We will be happy to review your current situation and will talk with you in detail about your goals and expectations. If you feel that we are the right fit for you and would like to proceed to the next level, we will schedule another meeting to talk with you in more detail about the engagement and how we may meet your goals. Your initial meeting can be scheduled by contacting our office for an appointment.