Financial Planning

BFA offers financial planning and investment advisory services to individuals, families, businesses, and benefit plans.
Financial planning and investing can be intimidating and complex, making it difficult to have confidence in your decisions. BFA’s aim is to help you navigate
these complexities.
Your Trusted Partner
BFA takes the time to understand your unique circumstances and tailor financial plans to your needs. We seek to be your trusted partner in helping you reach your goals.
To develop plans, BFA regularly meets with you one-on-one to understand the details of your goals and financial life, and how it may be changing.
Planning also includes consideration of your insurance needs, tax situation, estate planning, and company benefits. We may also bring in trusted experts to help address these complex areas.
Planning Approach
BFA’s planning approach includes realistic scenarios and returns, concrete actions, stress testing, and updates for a changing world and personal circumstances. We use advanced planning technology to build dynamic scenarios and estimate the probability of success.
Realistic
scenarios
& returns
Concrete
actions &
stress testing
Updates for changing circumstances
