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110 Elm Street
West Springfield, MA 01089

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Steven F. Bradway, CFP®, AIF®, CLU

(413) 241-5809

 
The Latte Lie and Other Myths Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

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.

Helpful Content

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

 

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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