Next Steps
I've read all about BWFA. I like what I hear, what's next?
- Use the form below to contact us and Scot Millen, Director of Client Services, will get back to you.
- Contact Scot Millen, Director of Client Services by or phone (888-461-3900) to set up a free initial consultation.
- Fill out our initial consultation form (PDF) and bring it along with all recent account statements and any other documents you wish to discuss. We send a "fact finder" to each new planning client. We'll get everything else we need then.
- Visit our office in Columbia (directions), meet some of our experts, see a sample plan, and get a good preview of what it is like to be a BWFA client.
- Sign a service agreement and you're a new BWFA client.
- We'll be with you every step of the way to make it easy and smooth. Our operations expert can even get on the phone and help transfer your old accounts to BWFA.
Information Request
