Our mission. We help you enjoy a full life.
Everyone has a mountain they are trying to climb. The summit of life is living life to its fullest.
A full life – it’s different for everyone. So, what does that mean to you? Your definition of a full life is what drives our work together. Not your net worth. Not your investments. What you want out of life. Our goal is to guide you to your personal summit and achieve a full life.
Why do clients choose BDF? We help bring Clarity, Confidence and Control:
Clarity – Get clarity on your goals and the path to achieve them. You’ll receive customized advice to optimize how your investments, cash flow, insurance, estate plan and tax management work together to support your goals.
Confidence – Have confidence that you will be able to navigate any situation. The advice you receive will be independent and objective. BDF’s team of professionals including CFP® professionals, CPA’s, CFA® charterholders and lawyers will be sitting on the same side of the table and helping you make the best decisions possible.
Control – Control your future with a proactive, collaborative approach. Understand all your options and partner with BDF to select the best option for you and your family. There will be purpose to action and deliberate advice that you can understand.
As our relationship deepens over the years and decades, we evolve with you. We help you enjoy a full life. It’s our mission. And it drives everything we do.