Broker Check

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.

Client Centered

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!

Suggested Content

Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.
Learn More
You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn More
Buying a Vacation Home? 5 Questions to Consider First

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Learn More