Every person’s financial situation and vision for their future is unique. We are focused on our clients and work diligently to discover their current needs and long-term goals. BS&P is uniquely positioned; we blend the expertise of a tax preparer and financial advisor when designing and implementing financial strategies. Our mission is to deliver insight and solutions that help you achieve your goals.
Personal Finance & Wealth Management
We design and deliver personalized financial solutions.
We take great pride in being chosen as our clients’ trusted advisor. We believe a trusted relationship is built on the foundation of clarity, communication and confidence.
BS&P Wealth Management, LLC offers a variety of services that help individuals, families and business owners.
Individuals and Families:
- Debt and Cash flow Management
- Investment Planning
- Insurance Planning
- Education Planning
- Tax Planning
Retirees:
- Retirement Planning
- Investment Planning
- Income Planning
- Estate Planning
- Insurance Planning
Business Owners:
- Business Planning
- Succession Planning
- Employee Benefits
- Insurance Planning
- Debt and Cash Flow Management
For more information on how we can help visit www.BSPWM.com
Meet The Experts
Disclosure
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory services offered through Wealth Advisors Network, Inc. d/b/a BS&P Wealth Management. Wealth Advisors Network, Inc. d/b/a BS&P Wealth Management and Cambridge are not affiliated.