Services (overview)

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

• 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) 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 
  

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