Better Financial Services

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Serving Washington State (206) 234-7516
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Fund Your Dreams.
Live Your Life.
Retire with Confidence.

Whatever your goals, BFS can help you reach them.

Stay in Control Throughout Your Retirement 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.Full Width
  • 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.
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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 BFS can help you reach your goals. Call 206-234-7516 or fill out the form to get started.
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Initial Consultation

1. Client Information Form: To optimize your time with Saket Sengar, you will complete a client information form prior to your scheduled initial consultation.

 2. Analyzing Information: During the initial meeting, Saket will meticulously analyze both qualitative and quantitative data to comprehensively assess your personal and financial circumstances. This detailed examination gives Saket deeper insights into your goals and aspirations, facilitating more tailored and effective financial planning.

3. Identifying Potential Goals: During the consultation, Saket completes a comprehensive evaluation of your financial and personal situation. Together, you will pinpoint your objectives, taking into account the interplay between different goals. Saket will then help you set realistic targets, considering various factors such as life expectancy, inflation rates, tax implications, and expected investment returns. Additionally, Saket will assist in prioritizing these goals, ensuring alignment with your aspirations and financial feasibility. Saket can also  provide candid feedback on goals that may not be attainable, fostering clarity and informed decision-making.