Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk. Monthly Social Security payments differ substantially depending on when you start receiving benefits. This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Services
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you.
BPS Financial Services has installed and provides administration and service for a variety of benefit plans in over 100 health related facilities and other organizations throughout New York, Vermont, and Western Massachusetts. Harvey L. Bowks, CLU, ChFC, AIF and Richard L. Capullo, MSFS, ChFC, CLU the founders, have over 50 years of combined experience in the financial services field.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
The principal objective of the CERA program is to provide the employer with an effective means of communicating the concept of the 403(b) program to employees. This concept converts a typically fragmented approach to employee 403(b) retirement planning to a coordinated approach; one that is organized, controlled, accountable and professionally managed.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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