Full-Service Retirement Plan Consulting and Private Wealth Management
Implementing and managing a retirement plan is no easy task for any plan sponsor. It requires in-depth knowledge, experience and specialized experience. As the plan fiduciary, there are things you must understand regarding standards of conduct, the regulatory agencies that govern qualified plans and what is expected of fiduciaries. You need a partner who can advise you on how to evaluate, implement and monitor a comprehensive retirement plan – a plan that will help your employees pursue financial independence. All while preparing for your own financial future. BFP Financial services can help you with retirement plan advice and comprehensive wealth management.
BFP Financial Services is an independent financial firm specializing in all aspects of retirement plans. We can help you design a plan that best suits your participants, helping you implement fiduciary standards while providing the ongoing due diligence that can help you offer an appropriate mix of investment options to your participants. As a specialist in company retirement plans, we can deliver services that have, traditionally, only been available to larger plans: heightened best practices and investment due diligence, open architecture, overall plan analysis and design assistance, independent vendor search and benchmarking analysis, as well as high-quality service and communications. We surround our core expertise in company retirement plans with other services, including comprehensive wealth planning.
We have been helping businesses and individuals since 1992. We continually strive to offer our clients the highest level of service and fiduciary care. Contact us today to learn more about how we may be able to serve you or your business’ unique needs.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
There are things about Social Security that might surprise you.
What can be learned from the savings rate?
If you find it hard to attain personal life goals, there’s an app for that!
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
It's easy to let investments accumulate like old receipts in a junk drawer.
What does your home really cost?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
$1 million in a diversified portfolio could help finance part of your retirement.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Taking your Social Security benefits at the right time may help maximize your benefit.