I wanted to personally thank you for subscribing to our newsletter. Our goal is to provide you with practical and relevant personal finance and investing information that might help you or someone you know.
If you ever have a question, do not hesitate to ask. I'll do my best to help you the best way I can.
Choosing a financial adviser is an important decision in your life with a long lasting impact. Due to the knowledge and time commitment required to effectively manage investment and retirement strategies, it is difficult for an individual to navigate through this process alone. At BFM, we understand the complexity that accompanies these decisions, and we are always available to work with you. It is an honor that you are considering us to be your financial adviser.
Did you know that many people spend more time planning for their vacations than planning for their retirement? At BFM, our team helps you plan for the longest vacation of your life… your retirement.
· BFM helps you make better, more informed financial decisions by giving straightforward and conflict-free diversified investment strategies to maximize investment growth and reduce your downside risk.
· BFM makes sure that you have enough money for your entire life so that you can enjoy a comfortable retirement with a secured income while keeping your money safe.
· BFM gives you personalized advice and guidance to keep your portfolios on track with your goals. We do not sell any products and are not incentivized by specific sales, nor do we have access to your accounts.
· BFM holistically analyzes your entire financial life to create peace of mind with experienced investment advice.
· BFM always works with you to monitor and adjust your financial plan as your needs and circumstances change. BFM offers you a positive investing experience.
· BFM helps bring order to your financial life, by assisting you in getting your financial house in order
· BFM helps you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
· BFM brings insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, and doing the research necessary to ensure you have all the information.
If you are managing your assets yourself, you may be interested in reading this article (http://www.investopedia.com/articles/stocks/08/invest-on-your-own.asp#ax...).
If you already work with a financial adviser, we would be pleased to offer a second opinion with objective recommendations. We work with clients who feel uncertain about, or want a second opinion on, their financial situation, including selecting and managing their team of financial advisor, accountant, attorney…
Looking forward to hearing from you!
PS: You can also find hundreds of educational charts/articles/videos in our new blog and our social media sites:
http://www.bourbonfm.com/blog
http://tinyurl.com/BFM-Facebook
https://twitter.com/pbourbon
Sincerely,
Patrick Bourbon, CFA
