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.
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?
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Healthy habits are one of the greatest gifts to give your child.
Here’s a guide to explain all the parts of Medicare.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Why have the markets been so volatile recently?
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Around the country, attitudes about retirement are shifting.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What if instead of buying that vacation home, you invested the money?
Understanding the cycle of investing may help you avoid easy pitfalls.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know these three personal finance sayings?