Our Services

We provide an array of services for our retail clients including:

  • Wealth Accumulation and Protection
  • Asset Allocation and Investment Advice
  • Retirement Planning
  • Education Funding
  • Asset Management
  • Income and Liability Analysis
  • Estate Planning Strategies and Trust Services
  • Insurance Planning
  • Generational Wealth Transfer Strategies
  • Philanthropy Planning
  • Access to Lending Services through Wells Fargo affilliates

And for our clients whom own businesses we provide the following additional services:

  • 401(k) and Corporate Retirement Plans*
  • Institutional Consulting Services
  • Cash Management
  • Concentrated Equity Management
  • Stock Option Services
  • Commercial Lending
  • Business Succession Planning

 

* For more information about our 401(k) and Corporate Retirement Plan services please visit our dedicated website at www.BF401K.com

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals