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Services (overview)

Investments

Investments

Broker Dealer and Fee Based Platforms

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Individual 401k

Brokerage Accounts

Variable Annuity

Learn more - Client Information Questionnaire - PIN 725
Financial PlanningPlease see: bfsplatinum.com for some of these services

Financial PlanningPlease see: bfsplatinum.com for some of these services

  • Proprietary software that includes your personal vault --- click here
  • Retirement Planning (see above to use your own personal planning link) 
  • Tax Planning - for individuals & businesses (use our CIQ)
  • Tax FREE Retirement Planning (TFRA & Navigator)
  • Client Information Questionnaire (CIQ) link (use PIN 725) -- Click Here  
  • 401(k) Planning
  • 403(b) Planning
  • Dual Legacy - Charitable Giving
  • College Plans (Tax Free College Planning)
  • College Preparation Assistance 
  • Parents/Grandparents: Tax Free Planning for minors
  • Estate Plans
  • Probate (discounted)
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Premium Finance 
Learn more - Client Information Questionnaire - PIN 725
Insurance & Other Services - Please see: bfsplatinum.com

Insurance & Other Services - Please see: bfsplatinum.com

For Insurance & other services please go to our Platinum website:

www.bfsplatinum.com/services 

  • Fixed and Fixed Indexed Annuities
  • Life Insurance: Ask Sherlock Life Quote: Click Here  
  • Life Insurance Review & Rescue
  • Long-Term-Care Insurance
  • Home Care Services
  • Disability Income Insurance
  • Auto & Home Owners Insurance 
  • Beneficiary Liquidity Plans
  • Mortgage Acceleration Plans
  • Wills (discounted cost)
  • Trusts ( $895 - $1,145 all included)
  • Health Matching Plan (with free Telemedicine)
  • Health - Medi-Share & Safe Guard
  • Health - Individual & Group
  • Hospital Indemnity Plans
  • Medicare (Supplement & Advantage Plans)
  • Debt Elimination Plans
  • Student Loan Forgiveness Plans
  • Budget Counseling 
Learn more - Client Information Questionnaire - PIN 725