Financial Planning, Investment Management & Taxes
All in One Place!
Schedule Your Complimentary Intro Call!
*Investment management is available as an additional service, billed separately.
**Yearly fees can be paid as financial planning fees (monthly/quarterly), as a percentage of assets under management, or a combination of both. For investment management clients with $500,000 or more in assets under management with BBFF, ongoing comprehensive financial planning services and basic tax preparation are offered at no additional cost.
At Build a Better Financial Future, LLC, we’re hyper-focused on building relationships with our clients. To that end, we believe in taking a holistic look at your finances and the goals you have in mind.
Our preferred approach is to take into consideration your financial, investment, and tax needs as they often rely on one another to succeed. This allows us to answer your questions no matter how or when they arise, as we will be well versed in your entire financial picture.
Financial Planning
By starting with financial planning, we’ll take a detailed look at your current finances and further build a foundation using your unique goals. With this focus, we hope to empower you to enjoy living in the moment while preparing for what’s ahead.
Investment Management
Our investment solutions are designed to facilitate wealth management. We believe in developing a truly tailored portfolio that helps you accomplish both your personal and financial goals.
Tax Planning & Preparation
When it comes to taxes, we strive to help you minimize hurdles that may stand in the way of you reaching your goals. Together, we’ll work to review your taxes and share our thoughts on how to more efficiently maintain your wealth.
Discover the Benefits of Working Together
Simplicity
You won’t find fancy financial jargon or complicated plans. Instead, you can expect financial planning in simple terms, so you are confident in the information shared and what it means for you.
Clarity
Clarity surrounding your money with clear, actionable steps and information.
Ongoing Planning
Life will happen and we will be there to provide ongoing support as milestones and changes occur.
No Pushy Sales
We don’t get paid based on products we sell you or trades we recommend. As a fee-only advisor, our compensation is based on the service and support using an easy-to-understand and transparent fee schedule.
Fiduciary
We are legally bound to always uphold your interests and needs first and above our own. You don’t have to be concerned of ulterior motives and can feel safe that our recommendations are to your benefit.
No Investment Minimums
Unlike “traditional” financial planners, we don’t require a large sum of money to invest in order for us to work together.