Services (overview)

Broker Dealer and Fee Based Platforms

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Individual 401k

Brokerage Accounts

Variable Annuity

• 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 
  

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