At Bfi Services we help attorneys, physicians, and families make confident, informed financial decisions.
What we do.
Comprehensive Financial Planning:
Detailed, goals-based planning for cash flow, retirement, taxes1, and long-term security.
Investment & Retirement Strategies:
Objective management aligned with your goals and risk tolerance, including retirement income planning.
Insurance & Risk Management:
Protect income, family, and assets with personalized life, disability, and long-term care strategies.
Business Owner & Practice Planning:
Guidance for attorneys, medical professionals, and small business owners on benefits, protection, and succession.
The work that matters happens off this page.
1Please consult your own tax, legal, or accounting professional before making any decisions.
Pasadena, CA