Our mission is to help you achieve financial independence. To this end, we employ three core elements in every client's plan known as Balance, Diversification, and Significance. The financial planning process starts with finding your ideal balance between current spending and saving for future goals.
Intelligent diversification goes beyond asset allocation and includes tax diversification, risk diversification, and more. It prevents us from placing all of our eggs into one basket. We know that planning your finances for the future isn't always easy. If you're asking yourself any of these questions, we'll be here to help you every step of the way.
Intelligent diversification goes beyond asset allocation and includes tax diversification, risk diversification, and more. It prevents us from placing all of our eggs into one basket. We know that planning your finances for the future isn't always easy. If you're asking yourself any of these questions, we'll be here to help you every step of the way.
Services
BDS Financial Network was founded in 1986 with a sole mission of helping our clients meet their financial goals. The BDS staff of Registered Representatives and assistants work daily to provide the high level of client service that has allowed us to build a solid base of longtime clients. Our success is tied to our clients' success.
Many of life's greatest moments - marriage, children, career advancements, retirement - present different opportunities to optimize your financial situation. Our focus is on you and your goals. We know planning out your finances can be daunting, stressful and time-consuming. However, this is why we are here to take all these elements out of the equation and help you get on the right path to success.
It's never too early - or too late - to start planning for a more confident retirement. We help you prepare for retirement your way, whether that means spending time traveling the world or spending time with the grandkids. Realizing your goals involve creating a plan to maximize the elements you can control and implementing strategies to help protect you from the elements beyond your control.
Are you planning to help your children, grandchildren or another child close to you with their education expenses? Or thinking of taking classes yourself? Only 39 percent of families made a plan for paying for all two or four years of college, according to a new Sallie Mae report, "How America Pays for College 2017."
At BDS Financial, we recognize that wealth preservation plays an equally important role in a client's financial plan. We work with a network of experienced professionals with the capabilities to employ customized estate planning.
From simple plans to protect assets from creditors and eliminate the need for probate, to intricate techniques for safeguarding wealth across multiple generations, our team of experts can design and implement the strategies to help meet every need.Our focus is on you and your goals. We know planning out your finances can be daunting, stressful and time-consuming.
From simple plans to protect assets from creditors and eliminate the need for probate, to intricate techniques for safeguarding wealth across multiple generations, our team of experts can design and implement the strategies to help meet every need.Our focus is on you and your goals. We know planning out your finances can be daunting, stressful and time-consuming.
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