Our Firm

Team Approach

Our team of financial professionals has the knowledge and diverse financial skill set to tackle every aspect of your financial plan,  We can take your financial goals from a general strategy to a fully integrated plan of action, covering all bases.

Components We Can Review

BFS and its professional network provide clients with the advantage of numerous financial management services that can coordinate your investment, financial, tax strategies and estate planning.  We can also work with your accountant and/or attorney (or refer you to one from our professional network) as we strive to ensure that no detail of your plan is overlooked.

  • Individualized Financial Plan
  • Asset Allocation
  • Insurance Documents
  • Wills & Trusts*
  • Other Financial Planning Issues
  • Estate Planning Documents
  • Durable Power of Attorney
  • Advanced Medical Directives

Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.