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 help build a better future for our clients and employees.Learn More
Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps. Buying the first policy you see. Anyone interested in life insurance should take the time to compare a few plans – not only their rates, but also their coverage terms. ...Read More
A recent Harris poll revealed that 64% of all American adults have not put an estate plan in place,1 even though having a comprehensive plan is critical to protecting you and your family’s future by minimizing taxes and expenses and maximizing what you’re able to leave behind.Read More