Services (overview)
Investments
- Broker Dealer and Fee Based Platforms
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Individual 401k
- Brokerage Accounts
- Variable Annuity
- Bonds
- Common Stock
- Treasury Bills
- Government Securities
- Treasury Notes
Financial Planning Please see: bfsplatinum.com for some of these services
- Proprietary software that includes your personal vault
- 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)
- Advanced Tax Strategies:
Philanthropy: Zero Estate Tax
"Super" 401K
Deferred growth > Tax-Free Income (shelter 70% of income)
Zero Capital Gains Tax (Real/Personal)
Lawsuit Protection (3rd party creditors, divorce, anonymity}
- Client Information Questionnaire (CIQ) 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
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
- 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 ( $500 - $895 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