Financial Planning

It starts with a plan

We firmly believe that a well-constructed financial plan, combined with a trusted, proactive financial advisor, can empower you to fully enjoy your wealth while also providing you with valuable time to do so.

Our financial planning process is the foundation we use to make choices and tackle the following topics:

  • When and how can I retire with confidence?
  • How can I make my money last?
  • How should I invest my money?
  • Where will my income come from?
  • When should I take Social Security or start my pension?
  • How do I prepare for and respond to events throughout retirement?
  • When and how should I address my legacy goals? 

We can assist you in developing and sustaining a comprehensive financial plan that answers the questions above by considering longevity, tax efficiency, estate and legacy concerns, charitable giving, liabilities, distribution and income strategies, insurance, asset allocation and risk management, and other factors. We can then help you execute the plan by offering consistent, disciplined investment management and attentive local account servicing.

BKM's planning process leverages modern technology so that you always know where you stand. You can track your plan online or on your phone.

Please contact us to start your plan today!