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.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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Estimate how much you have the potential to earn during your working years.
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Estimate how much of your Social Security benefit may be considered taxable.
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A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
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What is your plan for health care during retirement?
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The average retirement lasts for 18 years. Are you prepared to fill that many days?
You’ve made investments your whole life. Work with us to help make the most of them.