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 1st Global Capital Corp., Member FINRA /SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.
We currently have individuals licensed to offer securities in the states of AZ, CA, CO, FL, IL, MA, MD, MI, NC, NH, NV, NY, OH, TX, VA, VT. This is not an offer to sell securities in any other state or jurisdiction. No registered representatives with our firm is licensed to offer securities, insurance, or advisory services in Canada