Wealth Planning

Wealth
Planning

Wealth Planning Services
At BFP we believe that you are unique and because of that you deserve a tailored solution to reaching your wealth management goals. 

Our process is simple ad our analysis is deep. Before we recommend how to build or manage your current wealth we get to know a lot about the you and what your goals are.  Examples of critical questions we ask you during our planning process include:
Wealth Planning Services
At BFP we believe that you are unique and because of that you deserve a tailored solution to reaching your wealth management goals. 

Our process is simple and our analysis is deep. Before we recommend how to build or manage your current wealth we get to know a lot about the you and what your goals are.  Examples of critical questions we ask you during our planning process include:

Where are you now?  A snapshot of your current financial situation, income, net worth.

Where do you want to be?  What are your goals?  Saving for retirement?  Kids’ education?  Becoming financially independent from your business?

How are you going to get there?  What route are you going to take, and what are the potential roadblocks to you getting there? We can show you how to overcome those roadblocks and what a clear route might look like, and you choose the path that best suits you

Where are you now?  A snapshot of your current financial situation, income, net worth.

Where do you want to be?  What are your goals?  Saving for retirement?  Kids’ education?  Becoming financially independent from your business?

How are you going to get there?  What route are you going to take, and what are the potential roadblocks to you getting there? We can show you how to overcome roadblocks and what a clear route might look like, and you choose the path that best suits you.
With your goals in mind, we work with you to create a customized wealth management plan and financial roadmap. After that, you choose if you determine the amount of involvement we have with you to implement, care for and maximize your the plan to your goals.

From the very risk averse, ages 18 to 60+, to business owners who are planning to sell and retire, we can work with you to ensure you create assets that are sufficient to reach your goals.  Wealth Planning - the right mix of investments + the right advice and strategy.  
Mutual Funds
We are Financial Advisors licensed with Assante Financial Management Ltd. a mutual fund dealership under Assante Wealth Management. Assante is a national firm with over 900 advisors and 23 billion in assets under management. Among other things, Assante ensures that we have a full slate of mutual fund products to offer our clients.
Please click here for important legal and regulatory disclaimer.

Get Started Today. 
Contact Us for a Free Consultation.

We'd love to know your financial goals and tell you more about our Wealth Planning Services so that we can provide the perfect solution.  Click on the Contact Us button below to send us a message or call 1-866-442-2587.
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Newsletter
Employee Benefits 
Group Retirement 
Financial Planning 

Published twice a year.
Dedicated to the latest changes and trends in the employee benefit, group retirement and financial management. Developed in house by our team, we think you will enjoy it and find it is not like your standard "dry" financial newsletter.
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Get the BFP Insights Newsletter
Employee Benefits | Group Retirement | Financial Planning 

Published twice a year.
Dedicated to the latest changes and trends in the employee benefit, group retirement and financial management. Developed in house by our team, we think you will enjoy it and find it is not like your standard "dry" financial newsletter.
SUBSCRIBE