Our Services

We use our proven process to provide a thoughtful, practical and intelligent approach to simplify your life.  We make it sound easy…

BBK Wealth is an independent, fee-only financial advisory firm offering independent guidance for one transparent fee.

View our list of services below to see if we are the right fit for you.

FINANCIAL PLANNING

Exceed your financial goals.

We will look at the entire picture of your financial situation and create a plan to help you reach your financial goals, what ever they may be. We help you get your financial life in balance, so you can focus on what matters most to you. We even offer hourly financial planning to best fit any situation.

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RETIREMENT

Plan for the future.

Retirement, especially now, is tough. At BBK, we will work with you to formulate a plan that provides peace of mind as you transition into this new stage of life. Everyone has large decisions to make at this point in their lives such as questions on social security. Let us lend you a guiding hand.

We provide complete, rapid and uncompromising support when you need it and will help you identify all the sources of income and related tax savings.

We also specialize in providing advice & guidance around early retirement planning (FIRE – Financial Independence, Retire Early). Our process allows us to identify your custom FI number in addition to providing actionable steps for reaching Financial Independence

 

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INVESTMENT

Grow your wealth with us.

We work with you to understand your overall risk profile and then build a portfolio unique to you. We also have extensive experience in actively managing custom portfolios.

  • Independent Registered Investment Advisor (RIA)
  • Equity, Fixed Income, ETFs
  • Alternative Assets (If suitable)
    • Exposure to digital assets including bitcoin and other cryptocurrencies
    • Exposure to real estate
    • Exposure to precious metals
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TOTAL ASSET & WEALTH MANAGEMENT

Feel secure in your finances.

We provide solutions for all your financial needs. We work hard to maximize our client’s returns on assets along with managing other financial aspects such as taxes, estate, and cash flows.

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TAX PLANNING

Analyze your financial situation.

Completing your taxes should not be a burden. We work collaboratively with you and your accountant to make a plan for your tax returns. We aim to ensure all elements are working together to maximize your savings.

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ESTATE & SUCCESSION PLANNING

Map out your future.

We will manage your beneficiary designations with you. This will ensure your estate plan is easy to understand and reflects your wishes. We are committed to protecting you – A true advocate.

• Advanced Estate Planning Experience
• Expert Social Security Analysis
• Advanced Non-Financial Wealth Experience

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College Funding

Planning for college.

Cost of college has reached all time highs, and is certainly something that needs to be planned for. At BBK, we will help you with investment and saving strategies to help your children graduate with less of a debt burden.

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