FUND YOUR DREAMS. LIVE YOUR LIFE. RETIRE WITH CONFIDENCE.
STAY IN CONTROL LONGER WITH ADVANCED RETIREMENT PLANNING
Extend the life of your retirement dreams with an integrated, multidisciplinary process that empowers you to plan for the longevity-related challenges that traditional financial plans don’t address. Advanced Retirement Planning works – even if you are already retired.
- Preserve health for as long as possible.
- Avoid being forced to move into institutional care.
- Spend money with more confidence.
- Protect assets from common threats.
- Shield loved ones from caregiving burdens.
- Provide detailed guidance to family members and agents.
- Preserve family harmony.
- Stay in control of your life, even if you get sick.
MAXIMIZE WEALTH WITH ADVANCED PLANNING
Customized for high-net-worth individuals and families, BFS Advanced Planning services maximize wealth while leaving a lasting legacy for future generations.
- Comprehensive Wealth Management
- Legacy Planning
- Tax Optimization
- Estate Planning
- Asset Protection
- Income & Cash Flow Planning
- Philanthropic Planning
- Family Governance & Education
- Long-Term Care Planning
MANAGE RISK AND REWARD WITH EXECUTIVE COMPENSATION PLANNING
BFS helps C-level executives secure a robust and tax-efficient financial future.
As executive compensation packages become more complex, the need for strategic guidance is essential. Let BFS help you navigate concentration risk associated with employee stock options (ESOs), restricted stock, and restricted stock unit (RSU) grants, ensuring you maximize their potential while minimizing exposure.
- Preserve wealth
- Fulfill charitable intent
- Maximize value of holdings
- Provide current liquidity
- Minimize income tax impact
- Facilitate effective wealth transfer
At BFS, we stay ahead of trends in executive compensation, advising on non-qualified deferred compensation (NQDC) plans and employee stock purchase plans (ESPP) to optimize your financial strategy.
Our comprehensive approach includes tailored solutions that address tax implications, investment diversification, and long-term wealth growth, empowering you to make informed decisions that align with your overall financial objectives.
SAVE FOR THE FUTURE WITH FINANCIAL PLANNING
Achieve financial security and peace of mind with a customized financial plan that aligns with your long-term objectives.
- Set Goals with Clarity
- Manage Budget & Cash Flow
- Plan for Savings & Investments
- Plan for Long-Term Care
- Manage Risk & Leverage Insurance
- Preserve Your Estate
- Minimize Taxes
GROW AND PRESERVE WEALTH WITH INVESTMENT PLANNING
Grow and preserve your wealth with investment portfolios that are diversified, balanced, and aligned with your risk profile and investment horizon.
- Set Goals
- Assess Risk
- Allocate Assets
- Select Investments
- Plan for Longevity
- Implement with Confidence
DON’T LEAVE YOUR FUTURE TO CHANCE
Schedule a free consultation to learn more about how Better Financial Services can help you reach your goals. Call 206-234-7516 or fill out the form to get started.