A Proven Process

Planning for your financial future is an ongoing process. Times change, needs change, and so do your goals. We partner with you for the long term.



It’s important to understand you and your goals. We start by getting an accurate picture of how your personal and financial goals can align and get you where you want to go.



Once we discover your financial and life goals we are in a prime position to create a plan just for you. We tap into the resources of our team and strategic partnerships to build your financial future.



We understand that life happens — we are here when it does. Our plans are fluid, ever-evolving process that can change just like you. We provide resources so you understand how changes affect your plan.

Our process ensures

A comprehensive financial plan that addresses your long-term goals, objectives, and values.
An expected time horizon for investments, based on the plan in motion.
A definition of different levels of risk, including confirmation of your level of risk tolerance.
Monitoring & reporting to ensure that your investments reflect current market opportunities.

We offer the following planning services:

Retirement Planning
Investment Planning
Tax Planning
Estate Planning & Settlement
Elder Care Planning
Charitable Planning Strategies
Insurance Analysis
Cash Flow & Budgeting
Employee Benefits Analysis
Social Security & Medicare Planning

Investment Planning

Investing can be a pivotal point in any financial plan and can help ensure long-term success. BFP works with our strategic partners to ensure you have access to the best and the brightest investment strategies.

Our evidence based approach is rooted in real-world results.
We leverage investment philosophy based on decades of data and built by leading financial academics.
Your plan is matched to you. Risk levels and tax efficient strategies help maximize results.

The Latest Resources

September 2023 Newsletter

This month we turn the page on the calendar to September, and hopefully some cooler fall weather! While students return to school and summer travel winds down many of us start to think about the approaching holidays and celebrations with family. We believe it’s never too early to start end-of-year planning. Read the full newsletter

August 2023 Newsletter

We’ve reached the dog days of summer! Parents are ready for kids to get back to school, recent college graduates are settling in at new jobs. Speaking of graduates, you might have someone in your life going through this transition and needing some guidance on managing money for the first time. It’s important to have […]

Quarterly Outlook Q3 2023: Recession Predictions Linger

Although many economists predict a recession for 2023, the economy continues to be resilient. Several factors are keeping the economy in expansion mode — the strong labor market, strong consumer and corporate balance sheets and the stabilizing housing market — despite significant headwinds. In our Quarterly Outlook, we cover what’s contributed to growth in stocks, […]

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