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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Building wealth requires protection from the forces of wealth destruction.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The decision whether to buy or rent a home may have long-term implications.
Do you know how to set up your financial goals for success? This knight does.
You’ve made investments your whole life. Work with us to help make the most of them.
For women, retirement strategy is a long race. It’s helpful to know the route.
Here’s a quick guide to checking to see if you have unclaimed money.
What does your home really cost?