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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The federal government requires deceased individuals to file a final income tax return.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Learn when it may not make sense to file a claim on your home insurance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
What is your plan for health care during retirement?
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Why are 401(k) plans, annuities, and IRAs so popular?
With alternative investments, it’s critical to sort through the complexity.