The first step is to fill out a Client Fact Finder & book your initial complementary meeting here. Feel free to reach out to us via email at Plan@BFinancialAdvisors.com to obtain more information on the firm and what you may wish to bring with you to your first meeting with us. Our Client Brochure, which describes how we do business, can be found here.
We request, for your privacy and those we work for, that you make a prior appointment to meet with us. Our appointment hours are 10:00 a.m. until 6:00 p.m. Monday through Thursday. Earning and maintaining your trust is always our priority. We look forward to having the opportunity to work with you and for you.