Exploring diverse options to help your family make the most of your success

Strategies, Not Surprises

We all have an obligation to pay our fair share in taxes. Unfortunately, many people don’t have enough knowledge of tax law to determine what that share is, and this often results in overpayments or unexpected liabilities. Paying only what you owe keeps more of your money available for investments, retirement planning, inclusion in your estate, and a better quality of life.

BFA Wealth Management works with fastidious professional partners to determine your tax liability and examine your options, taking all factors into account in order to provide a long-term wealth preservation strategy. We give you the education necessary to understand all of your options, we incorporate tax considerations into all of our recommendations to you, and we review tax consequences and liabilities when constructing portfolios and making changes.

BFA Wealth Management's resourceful, professional tax partners regularly evaluate the legal environment to provide you with up-to-date analysis, and when opportunities arise to modify your plans, we reach out to you directly to talk about options and let you know how we can help.

Your Family, Your Future

BFA Wealth Management understands that you want the best for your family, not just today but indefinitely. That’s why we work with you to ensure that you have a sound plan in place for your estates and trusts, giving you the peace of mind that comes from knowing that your family will be in good hands for generations. We can help you develop objectives for the planning, administration, and settlement of your estate and trusts, using financial modeling of alternative strategies to help you make the plan that is best for you.

We analyze your retirement and estate plans and provide oversight of tax and legal structures, and our adept team of skilled partners can secure survivor and beneficiary representation, advise you on executor and trustee selection, and administer complex estate transfer entities. BFA Wealth Management also focuses on your liabilities and insurance coverage, managing risk and evaluating policy performance to optimize the protection of your assets and the security of your loved ones. After all, freedom from worry is truly one of life's greatest luxuries.

Your family’s wealth is strongest with a strategy focused on long-term growth, not short-term gains. Chart your course to a legacy of prosperity by designing a financial plan with future generations in mind. Contact BFA Wealth Management today to learn more about how we can help, and to let us learn about your family. Let's talk.

Your future is waiting. It doesn’t need to. Talk to a member of our team today and let us learn how we can help.

BFA Wealth Management. Plan right. Live better.™