Broker Check

The BFS Experience

Caring people

A relationship with people who care about you and your family.

Unhurried Environment

Access the help you need without feeling rushed.

Down to Earth

A process that encourages you to understand what you are doing and why.


Identify life's curve balls and proactively deal with them.

Innovative thinking

A forward-thinking mindset fuels creative problem solving.


Encouragement to do what you know you should do without getting sabotaged by your emotions.

Attentiveness to detail

Much of the burden and complexity of your finances is lifted from your shoulders.

Ongoing process

Address life's changes with action steps and regular reviews for peace of mind and knowledge that you are making progress.