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Our Services

Products and Services offered thru BDA Financial, LLC:

Investments 

  • Professionally Managed Accounts
  • Stocks
  • Bonds
  • Mutual Funds
  • Variable Annuities
  • Traditional IRAs
  • Roth IRAs
  • Real Estate Investment Trusts (REITs)
  • Oil and Gas Exploration Limited Partnerships
  • SEP IRAs
  • SIMPLE IRAs
  • Brokerage Accounts
  • Money Markets
  • CDs

Insurance

  • Life Insurance
  • Fixed Annuities
  • Long Term Care Insurance

Financial Planning Services ( What is a financial plan? See below)

  • Portfolio Design
  • Investment Advisory Services
  • Rollovers
  • Retirement Planning
  • College Funding
  • Estate Planning
  • Qualified Plans (i.e. 401K, SIMPLE-IRA, SEP-IRA)
  • Charitable Planning

Speaking Engagements

  • Client appreciation and educational events and seminars

What is a financial plan?

Financial planning and investment advice are both ongoing processes to help you make sensible decisions about your money and help you pursue your goals in life. Initially, we will walk you through a step-by-step process to identify and develop your goals. Using your goals and financial data, we will then draft your financial plan.

So what is a financial plan you wonder? In a nutshell, it's a comprehensive evaluation of your current and future financial state. Using your personal information to predict future cash flows, asset values and withdrawals, your financial plan is developed to meet your specific life style goals. By taking this very personalized approach to your finances, we believe we can help you feel more confident in your decisions.

Now more than ever, there’s an ever-growing need for the knowledge and information a trusted financial advisor can provide. Unbiased advice concerning your financial goals for retirement, estate planning, and business is essential to making the most appropriate decisions. Working together every step of the way, we can develop a custom approach for your financial future and formulate a meaningful, long-term relationship that you can depend on and trust.

Whether you are preparing for your retirement or need to invest funds accumulated within an existing retirement plan, we want you to feel that your financial future is in the right hands.  We want you to appreciate the integrity, honesty, professionalism and convenience we strive to make a part of your experience with BDA Financial.
We offer access to an extensive array of choices for investment products. Instead of pushing proprietary products, we provide investment choices that we believe are best suited to your needs and interest.

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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