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Our Services

BSB Financial Services is built on a legacy of trust. For over 30 years, our clients have trusted us to guide them in creating individualy tailored investment portfolios.

Every client project begins with a team effort. Our independent financial advisors can assist you in making suitable financial decisions and investment choices for safeguarding your assets while growing your retirement wealth.

After all, for a Retiree, ROI not only stands for Return on Investment, but more importantly, it represents Reliability of Income. As your partner, we never lose focus of that.

 

Retirement Planning

How will you fund your retirement? Having the right investment strategy in place means you can generate income that lasts a lifetime, starting now. We’ll review your current assets and individual needs, then work with you to create a financial plan that enables you to pursue your retirement goals through an easy to implement strategy.

Our strategic investment portfolios consist of:

  • Individual stocks and bonds
  • Exchange traded funds
  • Money market funds
  • Mutual funds
  • Annuities
  • Certificates of deposit
  • Life insurance

Retirement Account Management: We assist our clients with retirement account rollovers, asset allocation for existing accounts, and establishing new accounts that are based on your retirement goals.

Short-Term & Long-Term Investment Strategies We work with our clients to set a timeframe for your investments and find solutions for balancing your portfolio and pursing your financial goals.

Wealth Strategy Review & Recommendation: Our advisors guide you through establishing and implementing wealth-building programs that pursue each individual’s income needs.

 

Corporate Retirement

For Corporate Owners

Your employees are your most valuable business asset. Offering an attractive retirement plan package is a great way to recruit and retain your best people.

Unfortunately, the days of simply offering access to a basic retirement plan as a means to attract talent are long gone. You must be both creative and deliberate when developing this particular benefit. After all, as a business owner, you already understand what the right incentive can do for someone. Through your company, you have the ability to create a Retirement Solution that pursues the needs of everyone – you and your key executives included.

WorkInvest Education is a robust educational platform designed to empower your employees so they can put their retirement plans to work. This complimentary service includes seminars, workshops, newsletters, one-on-one consultations and more at no cost to you or your employees. Contact an advisor today to learn more.

For Individuals

As a dedicated employee, it’s important to consider your needs for your post-work years. Maintaining your current lifestyle in the retirement starts with planning. The earlier the plan gets developed and implemented, the better your chances are for creating the retirement you actually want.

We will work with you to create an advanced wealth-building strategy for pursuing financial independence at any stage in your retirement plan. Based on your projected social security and pension benefits, we will review your existing investments, set retirement income goals, and then create a financial distribution plan to help you pursue them.

 

Insurance

How protected are you from life’s most common and significant financial risks?

In its most basic form, insurance is a tool for individuals to transfer a specific risk to someone else. Specific types of risk individuals commonly transfer include Health Risk, Mortality Risk, and Property Risk.

Insurance can play a significant role in retirement planning to not only transfer risk, but also to help fund your retirement income needs. With the right type of insurance, you can protect your assets and your family against financial loss and unforeseen events.

We will work with you to identify your individual goals, assess your risk, and build an investment strategy that pursues your time frame.

Your first consultation with us is complimentary.

Learn how we can partner together and plan for a future well lived.

Talk to an Advisor

800-240-2225