Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At BD Financial Services, Inc. we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have you explored all your options when it comes to managing your taxable income?
Around the country, attitudes about retirement are shifting.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here’s a crash course on saving for college.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?