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About Us

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.  BFS will exclusively work side by side with your tax professional to incorporate net worth building strategies customized for you.

We invite you to discover and experience the power of our services. No one strategy fits everyone. In many cases we represent a second set of eyes to give you the unbiased evaluation of your existing plan. Every client gets our undivided attention—from listening, planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using our proprietary Financial Scoring Analysis (FSA) and Financial Score process. We take NO risks with any strategy we implement. If you want risk we are not the best option.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. Action and execution only occur when our clients understand what is being recommended. If you don't understand it we don't do it!

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