Our core mission at BFJ Wealth Management, LLC is to help our clients achieve long-term financial security and peace of mind through tax-efficient, comprehensive wealth management. Through personalized financial planning and state-of-the-art investment and tax strategies, we are here to help you reach financial freedom.
To build a better future for our clients and employees because we care.Learn More
Before you stress about the high costs of college, consider options to go to college for free or at a reduced cost. While it may not completely be free, there are options to lower the price tag for college and to reduce student loan debt. Here’s how to lower your costs of college or potentially even go to college for ...Read More
A practical financial checklist for the future. When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old woman will live to age 86½. Given these projections, it appears that a retirement of 20 years or longer might be in ...Read More