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BDMP WEALTH MANAGEMENT | Financial Planning

We offer an array of financial planning services, all of which can be specifically tailored to a client's individual situation or need. These services include:

Core Planning:
This basic financial planning process is usually comprised of at least four modules: cash flow planning, investment review, insurance review, and estate planning review. The typical planning process flows as follows:

  • Discovery
  • Goal setting and values clarification
  • Cash flow projections
  • Portfolio analysis and recommendations
  • Insurance analysis and recommendations
  • Estate plan review
     

Advanced Planning:
These services typically follow a Core Planning engagement, and provide an in-depth analysis of a very specific planning issue or set of related issues. Occasionally, our clients may need an in depth analysis of a single element generally included in the Core Planning process. Examples of Advanced Planning services include:

  • Advanced estate/wealth transfer planning
  • Business succession planning
  • Executive compensation/deferred compensation planning
Investment advisory services may be offered through Commonwealth Financial Network, a registered investment adviser, and/or BDMP Wealth Management, LLC a state-licensed investment adviser.
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This communication is strictly intended for individuals residing in the states of
AR,AZ,CA,CO,CT,DE,FL,GA,IL,IN,MA,MD,ME,MI,NC,NH,NJ,NM,NY,PA,SC,TX,VA,VT,WA,WY.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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