Financial Planning Fundamentals: How Much Do You Need to Retire?
You might have heard the standard “$1 million” or “twelve times your salary,” but retirement varies drastically for everyone. The basic retirement plan for one
We believe that establishing, developing, and protecting are the keys to financial freedom.
It’s Not Too Early to Start Estate Planning: How to Get Started
In the scheme of things, estate planning probably isn’t high on your to-do list, especially if you’re a young adult. For most people just getting
Beyond the Bottom Line: Are You Ready for Retirement?
“Often when you are at the end of something, you’re at the beginning of something else.” These wise words were spoken by Fred Rogers, the
Planning to Retire? Here’s What You Need to Know
Welcome to the year of your retirement! After dedicating your adult life to hard work, smart saving, and delayed gratification, you’ve earned it. As you
3 Ways Estate Planning Can Benefit Your Whole Family
For most of our lives, we avoid thinking about and planning for the inevitable end. It seems like a distant future reality, until we hit
Retirement Strategies Designed To Weather The Storm
Retirement doesn’t “just happen” if you are talking about successful retirement. You have to plan for it and work at it to make it happen
Click here to schedule a complimentary consultation.
Get in touch with our team.
-
218 Sanford Ave
Sanford, FL 32771 - p. 407-833-9733
- f. 407-386-9732
- bdfinancialconcepts.com
We'll help build and protect your future.
Our mission is to provide a professional yet personal service that helps our clients know their financial lives are well cared for.
BD Financial Concepts is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and BD Financial Concepts are not affiliated companies.
Blog content prepared by New York Ave.
© BD Financial Concepts | Website Design by New York Ave.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and BD Financial Concepts are not affiliated companies.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 634236
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and BD Financial Concepts are not affiliated companies.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 634236