Wealth Management for Long & Short Term Financial Goals
BFS Wealth Management Services includes estate planning, trust services, family legacy planning, charitable giving planning and legal planning, as well as retirement income planning and business succession planning. We collaborate with CPAs, attorneys and other financial professionals retained by our clients so our approach to your financial security is holistic.
We follow the steps set forth in the practice standards of the CFP® Board. CFPs must act as fiduciaries, putting their clients’ best interests above their own. Among other requirements, a CFP must pass a rigorous exam on personal financial planning and have 4,000 hours of apprenticeship with a CFP or 6,000 hours of professional experience.
BFS Wealth Management will help you:
- Grow and preserve your wealth for an amazing retirement
- Maximize wealth with capital gains tax management
- Develop asset protection strategies
- Provide a tax efficient estate plan
The First Step Towards Wealth Management Starts with You
Join the many who have trusted our guidance and expertise. Contact BUBAN FINANCIAL SERVICES to arrange for an initial consultation with a CERTIFIED FINANCIAL PLANNER today. Together, we will design a strategy for your specific financial goals.
Contact BFS for your initial consultation regarding your Wealth Management goals.
250 W Southlake Boulevard Suite 118
Southlake TX, 76092
Mon - Fri 9:00 am - 5:00 pm
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