That is a very common question! The true answer is agonizingly long and complicated. Therefore, we have constructed a simple graphic that details the main points. If you have any further questions, please feel free to contact anyone on our team.

• We believe in being up front. With that in mind, all costs are fully disclosed before implementation, allowing you to make an informed decision about whether or not to hire our team.
• Our team has the ability to get paid three different ways:
  • Though a written Financial Planning fee.
  • Implementing certain investment and insurance products.
  • Referrals.

You may, however this could be a risky move without the proper estate planning documents.  If needed, we would be happy to refer a few estate planning attorneys that could answer your questions or you are welcome to check out the attorneys on our Strategic Resources page.  Just let us know! 

If something should happen to anyone at BFA, we can assure you that the remaining members of the BFA team are equipped to continue servicing you and your family.  If you have not met everyone, let us know, and we would be happy to make those introductions!

Our Registered Investment Advisor (or “RIA”), Stratos Wealth Partners, licenses us for advisory business in all 50 states.

We are happy to talk to anyone ranging from their schooling years all the way through retirement. If you have someone that you would like us to have a conversation with, please forward Anna Butson (abutson@statoswp.com) their name and address. We would be happy to mail them a no obligation Welcome Packet with information about our practice and a small gift!