Types of Investment Services Offered...
Personalized Financial Consultations
BF Investment Services offers free, personalized financial consultations to evaluate your financial situation. We take the time to learn about you, then craft and implement a strategy to help pursue your financial goals. It doesn’t stop there. Periodic reviews of your financial plan are instrumental in achieving your goals, and our customers are welcome to meet with us at any time to review their current financial situation.
Portfolio Construction and Management
Our financial advisors will construct a portfolio based on your current financial situation and the goals you are trying to meet. They are available to meet regularly to review your portfolio, as planning is a process.
Life, Disability Income, and Long Term Care Insurance Planning
Our financial advisors are well versed in wholistic financial planning, including work with various types of insurance. They work with a wide array of insurance companies and tools and can help you make the right decisions based on your insurance needs.
Investment Research / Analysis
Our financial advisors utilize industry leading financial analysis and financial planning tools to research your current portfolio and provide recommendations for future investments.
We believe strongly in the value of financial education in an ever-changing world. Our financial advisors conduct regular seminars on various topics ranging from estate planning to retirement income. Please call for information about our upcoming seminars and events.
Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers
Our financial advisors can help you construct and manage a group retirement plan that best fits your business. They can also analyze current employer-sponsored retirement plans and provide objective feedback. If areas need improvement a course of action will be recommended.
Various resources for trust services are available through our relationships with partner organizations.