Planning for Business Owners/Partners/Municipalities
Becker Financial Services, Inc. (BFS) Certified Financial PlannersT are well qualified to create, design and implement business strategies and plans to enhance the success and longevity of your business. BFS accomplishes this by designing employer/employee benefit plans; tax saving strategies; programs to retain key employees; and by providing exit and asset protection strategies. BFS can also help your business or municipality with retirement plans (401k, 457, 403b), profit sharing strategies and reducing annual retirement plan administration fees. We also work to create a seamless system and to reduce the personal "fiduciary" risk of business owners/partners/municipalities.
Planning for Retirement
Becker Financial Services, Inc. (BFS) Certified Financial Planners are well qualified to create, design and implement a financial planning strategy to help you reach your retirement goal(s) on time. BFS will work with you to assess your current situation; identify and prioritize your individual retirement goals; and enhance and properly utilize assets and income, while helping to mitigate liabilities and expenses. BFS can evaluate your current investment strategies to help determine whether you're on track to meet your goals, and make recommendations to get you on track. BFS will help to identify risks that pose threats to your retirement goals and provide alternatives to help protect you along the way. BFS works side by side with you to help you reach your retirement goals.
Planning in Retirement
Becker Financial Services, Inc. (BFS) Certified Financial PlannersT are well qualified to create, design and implement a financial planning strategy to enhance your current retirement experience. We work to identify opportunities in your current financial situation to help you secure or grow your wealth. BFS strives to help its clients increase portfolio income, mitigate market risk, and implement strategies which can eliminate or mitigate income or estate tax. We also work with attorneys and accountants to enhance estate plans, and offer our Servicing for Life™ program (see details below).
Legacy "Transitional" Planning
Becker Financial Services, Inc. (BFS) Certified Financial PlannersT helps families to create, design and implement financial management strategies which work to transition wealth to the next generation. Regardless of the asset - a family business, real estate, or oil rights - BFS can help provide our clients with a seamless transition, and can work to create solutions for the next generation while protecting the current generation along the way.
Servicing for Life™
Becker Financial Services, Inc. takes a unique and refreshing approach to servicing your current life and long term care insurance policies. As an independent third party that works with insurance carriers on your behalf, BFS provides an unbiased, proactive examination of your insurance needs, which serves to enhance the protection you and your family deserve. As part of our initial insurance review, BFS will examine the language in the contract, identify gate keepers to receiving benefits, review the financial strength of the insurance carrier, price benefits to current rates, and explore alternatives which could reduce your premiums or enhance your current contract. Once servicing begins, BFS then maintains a high level of service by providing you with annual policy summaries, annual beneficiary notices, updated pricing information to ensure that you are receiving the best benefits you can get at the best possible rate, and relevant surveys to keep you informed of industry changes and trends. We work with you to help keep your policies up to date and to provide you with the kind of insurance protection you need.