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We provide two basic kinds of services: Comprehensive Financial Planning and Fee-only Asset Management. We prepare financial plans on an hourly basis. Our fee for this service is $175 per hour. The beginning point of a financial plan is finding out about you, your resources, and what you are trying to achieve in your financial life. With this information we create a "roadmap" for you. A typical financial plan includes an analysis of your retirement, investment, risk management, and estate plans. (Note: See Problem Solvers section at the left of this page for more information on Financial Plans)
As an Asset Management client, your portfolio would be constructed to complement your financial plan and/or long-term investment goals. At BFA, we don't rely on luck or market timing to give you results. Instead, we use a proven sensible asset allocation strategy that focuses on an optimal mix of investment asset classes that is right for you. This approach has worked well for our clients for 22 years, and, particularily, during the bear market of 2000-2002.
One thing about us that you will find very unique. Before we begin to manage your assets we sign a Fiduciary Oath. This states our pledge that we will act in your interests and disclose conflicts between your interests and ours as we work together. This is unique in the financial services industry and seperates us from much of our competition.
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