[And bulletproof your finances]
We can help no matter your life stage or unique circumstance. Whether you’re saving for a specific goal, navigating a divorce, changing jobs, transitioning to retirement, or just need to start making smarter financial decisions – We can help.
Our unique approach addresses the many complexities of life, allowing you to focus your time and attention on the things that matter the most.
We aim to help you grow and protect your wealth through our proven process…
Wealth Planning
Wealth planning is the foundation for your entire financial journey.
Retirement Planning
Creating a strategy to fund your life without running the risk of outliving your money
Capital Management
Choosing the right investments that align with your risk, goals, and aspirations.
Multiple Streams Of Income
Having your money work for you, giving you the freedom to choose how to spend your time.
Ever wonder what your life will look like in 20 years? It’s impossible to predict, because life changes so quickly. Personal situations and economies evolve, so your plan must grow and evolve with it. We take great pride in our proactive approach to helping you do just that. Your Wealth Plan becomes the foundation for your entire financial journey. It connects all the components of planning, investing, and capitalizing on opportunities along the way. It will act as a roadmap to help you make smarter decisions and ensure the highest probability that your goals are met. No matter if you desire to retire early, travel the world, or buy your dream home – The right plan will provide you the insight to do just that.
If you’re ready to get your life in order and positively influence your future, let’s connect…
[And bulletproof your finances]
Whether you’re 5 or 20+ years away from retirement, we’ll help you get clear and guide you through the actions necessary to secure your financial future. After evaluating your current financial situation, we’ll identify risks and discuss the appropriate next steps. We will look at opportunities that are advantageous as you prepare for your life in retirement. Creating a plan that can help guide your important life decisions is no simple task – and no one size fits all. That’s why BFA Wealth gets to know you personally, examines your goals and objectives, learns about your wishes for your family, and works hand in hand with you to create a retirement strategy that lets you enjoy your time and feel confident in your decisions.
We know your needs are unique and often complex, so we take the time to understand your situation before providing any advice. You have one opportunity for a comfortable retirement, so make it count!
[And bulletproof your finances]
We believe that investments are simply tools used to fund your desired lifestyle. We found that investments work best when they reflect your vision for your life, not the agenda of a commissioned securities broker. As a fee-only Registered Investment Advisor, BFA Wealth operates with one priority – You. Through ongoing collaboration and monitoring, our team is able to discover new opportunities to invest your money and fund your goals. In addition to managing your investments, we’ll educate you on the rationale behind each investment decision so you clearly understand our approach. Your Wealth Plan is only as good as the investment strategy that supports it. So, It’s time to take control of your financial future and stop leaving it to chance. Understand that consistent investing is the only way – because you can’t save yourself to financial freedom.
We will help you design, manage, and monitor your investments so you are confident in your path to funding your money and life goals.
[And bulletproof your finances]
Creating multiple streams of income can have a major impact on your life and be the difference between funding your goals or falling short. Generating additional income while minimizing expenses and taxes is the foundation of smart money management. With multiple streams of income, you can diversify against the risk of disruptions within your life or career. Warren Buffet said it best, “If you don’t find a way to generate cash flow while you’re sleeping, you’ll be working for the rest of your life”. Focusing on cash flow can greatly accelerate the time it takes to be financially independent. The average Millionaire has 7 streams of income – Wage Income, Profit’s, Interest, Dividend’s, Rental Income, Capital Gains, and Royalty’s – just to name a few.
You should really rethink your strategy if you’re relying just on wage income to fund your lifestyle…
[And bulletproof your finances]
We are your guide to understanding how money and investments work. How your decisions impact the quality of your life and how the right plan can change everything – Mitigate risk, grow wealth, increase cash flow, protect and preserve your hard-earned capital.
Your goals may easily be within reach – and it’s our fiduciary responsibility to help you understand what’s possible.
Manage
Protect
One of the most important factors to enjoying an abundant life is putting strategies in place to best utilize your capital. We specialize in tailor made investment strategies that are customized to your ideal level of risk tolerance. So you can enjoy the peace of mind that comes from the potential to make financial gains within your comfort zone.
