Personal Financial Planning

Gain the confidence to manage your money smarter. With our personal financial planning, you’re not just saving; you’re building a solid foundation for the future.

Creating freedom for your financial future with personal financial planning.

Building and preserving your personal wealth requires specialized attention. With our personalized financial planning services, you get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

We’ll help you…

Save enough for a comfortable retirement

by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

Fund your child's college education:

Personal financial planning is key in paying for your child’s college education. We’ll help you accurately estimate the amount of money you’ll need, analyze your assets, review estimated shortfalls, consider general alternatives and strategies to help address these potential shortfalls, and develop an optimal savings plan given your financial situation and risk tolerance.

Protect your family

in case you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can’t manage them yourself.

Achieve your investment goals

by identifying the steps needed to maximize your investment returns, as well as the steps needed to help minimize your risk while building increased predictability of your investment returns. Our approach is an integral part of effective personal financial planning.

Leave a legacy

for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

Let Us Help:

      EXCELLENT  
   Based on 14 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Whitnee Alexander 
 
 
 
 Trustindex verifies that the original source of the review is Google. Brandon is great! He’s super responsive and takes the time to make sure everything feels super simple. I am so glad I went with him to help me take care of my finances.
  
 
      Posted on Google  
   
   Alina Halusic 
 
 
 
 Trustindex verifies that the original source of the review is Google. Brandon has been extremely helpful! This is my first year as a business owner and he has thoroughly helped explain each step in detail, ensuring I always understand. He is patient and attentive, and is always available when I need him. So happy to have found BMF Tax and Financial! Highly recommend.
  
 
      Posted on Google  
   
   Ben Bechard 
 
 
 
 Trustindex verifies that the original source of the review is Google. Extremely lucky to have found BMF! The other reviews speak for themselves. Brandon is quick to respond to any questions that arise throughout the year. When it comes to tax time it doesn't feel like a burden. He makes things easy to understand and does a great job. Lucky to have him on my team! Thanks Brandon!!
  
 
      Posted on Google  
   
   Karel Tovar 
 
 
 
 Trustindex verifies that the original source of the review is Google. Outstanding experience with BMF tax from start to finish. Brandon is extremely knowledgeable, meticulous and communicative. Any question I have is followed up with an immediate response and a thorough explanation, making the whole process incredibly stress free each time.
  
 
      Posted on Google  
   
   Ryan Mayo 
 
 
 
 Trustindex verifies that the original source of the review is Google. We recently made a switch over to BMF after a recommendation from our financial planning team and have just completed our first year of returns with Brandon. After many years of feeling like a burden to our tax professional, what a breath of fresh air this tax season has been! The most notable change that we have appreciated is his dedication to good personal service ... along with great care and focus, not to mention time-efficiency. This will be a first time in years where we're not filing for an extension. I wasn't sure it was possible, but am very pleased to have begun this relationship with Brandon and BMF and look forward to continuing with him into the future together.
  
 
      Posted on Google  
   
   Matt Lyons 
 
 
 
 Trustindex verifies that the original source of the review is Google. Brandon has been a huge asset while I got my business started. He takes the time to explain everything to me so that I understand all the tax lingo. Easy to contact; quick to respond. Makes my job much easier.
  
 
      Posted on Google  
   
   lisa wurster 
 
 
 
 Trustindex verifies that the original source of the review is Google. We switched to BMF this year and couldn't be happier.  It was easy to set up a meet and greet online and found our needs and his services were a good match. We were so grateful that Brandon was also accepting new clients.  The online portal was easy to use and whenever we had questions Brandon was very responsive and organized.  We were even able to schedule another online meeting to review everything before submitting.  As much as I dislike taxes, BMF made it a painless process.  Thank you!
  
 
      Posted on Google  
   
   Suzanna Lesko Gribble 
 
 
 
 Trustindex verifies that the original source of the review is Google. We transitioned to BMF in 2024 for tax services. Brandon is incredibly efficient, organized, responsive, and knowledgeable.  Have enjoyed our conversations and happy he is part of our financial team!

Recommend his services with enthusiasm and no reservations.
  
 
      Posted on Google  
   
   Emily Rene Hosman 
 
 
 
 Trustindex verifies that the original source of the review is Google. BMF came recommended to me by my banker, and I will continue to use them for the future. Brandon was really great at communication, responses were very quick, he sent a thorough list of all the documents I needed to upload which made things easy. Very highly recommend!!
  
 
      Posted on Google  
   
   Dan Wharton 
 
 
 
 Trustindex verifies that the original source of the review is Google. Brandon was great in helping me with my taxes this year! Extremely responsive, very fast, super thorough, and saved me $1000 more on what I had paid the prior year. Everything I would look for in a tax accountant. I will definitely be using him again next year!
  
 
  
  
 
 
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