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info@bourbonfm.com
(+1) 312 909 6539

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Benefits

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We can help you with:

  • Advice on 401(k) / 403(b) / IRA
  • Mutual Funds/ETF recommendations
  • Retirement plan rollovers
  • Tax planning
  • Behavioral coaching
  • Cash flow projection
  • Education planning and funding
  • Protecting assets / risk management
  • Currency decisions
  • Expatriates specific issues
  • Generating inflation protected income
  • Optimal savings rate for retirement
  • Advice on the purchase or sale of a home
  • Budgeting/creating an emergency fund
  • Feeling more powerful and in control
  • Evaluating retirement readiness/wellness
  • Help you avoid making big mistakes
  • Overcome emotions-emotional well-being

The 2008 recession has forced all of us to review retirement planning, savings strategies, education funding, and home purchase timing. It is very important to review your asset allocation and create a customized financial plan.

We are accountable to our clients—we say what we do, and do what we say.

We Tailor our Advice to Meet Your Needs

Because you are unique, we work individually with you, customizing our advice and services to better suit your particular needs.

Our financial planning and exceptional follow-up make a positive difference in your life and offer financial security.

With BFM, you keep control of your assets since we do not have discretionary power on your accounts.

We believe in thinking differently.

We are your personal

Global Chief Financial Officer.

Personalized plan that brings financial stability by optimizing cash flows, improving retirement funding, real estate purchases, estate planning and tax reduction.

Thorough and impartial analysis of your financial goals, assets, debts, investments, and insurance policies.

In-depth understanding of your loss tolerance and future financial well-being.

Information on the basics of long-term investment success to achieve better returns and make quality decisions.

Periodic reviews of your investments and personalized roadmap, including recommendations when changes are warranted.

Diversification, which is one of the pillars of BFM's long-term investment philosophy.

Our clients are located across the globe, including North America, Europe, and Asia. They inspire us, and we are privileged to work with them. They seek thoughtful advice with an experienced advisor that can truly contribute to their quality of life. Our client base encompasses expatriates, executives, entrepreneurs, professional money managers, students, retirees, and working professionals. We welcome individuals with modest assets, as well as individuals who currently have multimillion dollar portfolios.

“Discovery consists of seeing what everybody has seen and thinking what nobody has thought” - Nobel Laureate Albert Szent-Gyorgi

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