Retirement & Estate Planning
Retirement and Estate planning is the center of our ongoing relationship with our clients. We don't sell anything here except our advice. What's more, our clients are the only source of our income. We participate in no contests, referral fees, commissions, or bonuses.
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Investment Management
Our mission at BWFA is to tailor and manage investment portfolios which best suit our clients' needs. Generally, these needs fall into three rather simple categories: growth investments for our younger clients, conservative growth and income investments for our clients who are nearing retirement, and income producing investments for our clients who are in retirement and need income from investments to support their lifestyles. We select investments which are appropriate, monitor their ability to meet our growth and/or income objectives and make changes when appropriate.
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Tax Planning and Preparation
Few people like the idea of turning over their hard-earned money to the government. As advisors, we stay on top of new tax legislation and are always looking for ways to reduce our clients' tax burden. Tax planning and preparation goes well beyond the yearly income tax returns that must be filed. We are also concerned about our clients' estate and gift tax planning, and avoidance of the various penalties that may apply to retirement plan distributions. A nice feature of offering income tax preparation to our financial planning and investment advisory clients is that we are better prepared to give tax-wise advice.
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