Broker Check

110 Elm Street
West Springfield, MA 01089

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Steven F. Bradway, CFP®, AIF®, CLU

(413) 241-5809

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

 

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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5 Smart Investing Principles

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

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

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The Business Cycle

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

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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