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
There are a number of reasons why someone might want to change 529 plans. Perhaps your plan has been under-performing, or you maybe you moved and your new state offers a tax deduction for contributions. In the rare event that a state closes a plan, such as Tennessee’s prepaid tuition program, account owners have the option to rollover their account ...Read 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