Why We Do It

Working with a financial advisor is not a requirement, but we believe it should be. At BTFS, we believe every person — regardless of income, age or situation — deserves the peace of mind that a well-executed financial strategy may provide. We strive to simplify your entire financial picture so that you can enjoy life and living. Our services are uniquely tailored to each client’s goals, budget, needs and risk tolerance. Ours is a common sense approach to investing, tax management, budgeting for every day and large purchases as well as education and big event planning and will help to provide peace of mind for you and your family, knowing they’ll be cared for after you’re gone. Working with BTFS means having someone to advise, guide, and help you as you journey through life toward your future..

Call today to schedule a no-obligation, complimentary consultation. You have nothing to lose and a lifetime of financial confidence to gain.