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May 2011 Retirement Seminar
Presentation: "Navigating Your Retirement Landscape" click here to download PDF (PDF, 1.5Mb) |
Most professionals on our staff are either CERTIFIED FINANCIAL PLANNER™ practitioners or in the process of obtaining the CFP® certification. As such, they abide by a written and enforced Code of Ethics and must complete annual continuing education in financial planning curriculum for recertification. Besides the CFP® certification, our staff includes CPAs and MBAs in finance and accounting. BWFA's professionals have a significant depth of experience. Collectively we've been providing financial advice for over 200 years.
In every client contact we are careful to review all the financial areas before making any recommendations. The brief form you are sent prior to our first session includes questions on the health of your financial vital signs of insurance, investments, pensions, estate planning matters, taxes, income and cash flow. Together we discuss all your concerns and only then propose both an approach to solving them and an estimate of the fee we will charge to do it. No hidden agenda, no undisclosed conflicts of interest.
Comprehensive retirement and estate planning is a careful, precise process. Our experts help bring clarity to your goals, and identify issues, problems, and solutions that give you confidence in your ability to meet your goals throughout your lifetime. We use the latest and most sophisticated forecasting techniques available, and provide year by year financial benchmarks to measure and evaluate your progress. Using our techniques and annual plan review meetings, we are able to make mid course corrections to make sure you stay on target with where you want to be. The payoff is peace of mind and family harmony.
We judge our success by your comfort, security, and financial independence.
