The military conflict in Ukraine over the past month is very disconcerting. The situation remains intense with no end in sight. We hope for a swift, peaceful, and just resolution of the war between Russia and Ukraine. At BWFA, we… Read More
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Financial Planning for Executives – Webinar
Can you imagine running your business without a strategic plan? Of course not, however, many successful executives have no personal financial plan. Our comprehensive and proactive approach professionally organizes and manages your financial affairs, ensuring that you are maximizing all… Read More
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Do You Have Too Much Cash, Earning Too Little?
Determining the right amount of cash to hold is a much more complicated decision than most people think. You want to have enough cash on hand for monthly expenses, for unexpected large expenditures, and for an emergency fund in case… Read More
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Why is a Comprehensive Portfolio Assessment So Important? [23 Factors that Impact your Investment Portfolio]
BWFA evaluates 23 factors that impact your investment portfolio in our Comprehensive Financial Assessment conducted by a Certified Financial Planner and a Senior Portfolio Manager. How will your portfolio score? Sign up for this important webinar to learn how to… Read More