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Welcome to BDS Financial Network
BDS is committed to our clients’ long-term financial success, uncompromising ethics, and attentive service. We are interested in enduring relationships with our clients that are mutually beneficial and built on the highest levels of integrity, trust, and service.
Our process of developing and implementing an effective financial plan encompasses three elements, each of which is represented by a letter in our company’s name:
Balance. The financial planning process starts with finding your ideal balance between current spending and saving for future goals.
Diversification. Intelligent diversification goes beyond asset allocation and includes tax diversification, risk diversification, and more. It prevents us from placing all of our eggs into one basket.
Significance. We help clients clarify their financial goals in light of what is important about money to them. What in your life is most significant to you?
Our mission is to help our clients obtain and maintain financial freedom. We do this by getting to know our clients and their needs, developing sensible investment strategies, and providing responsible and dependable service at a reasonable cost.
We encourage you to explore our website to learn more about BDS and the services we provide. If you are looking for help getting on track, need reassurance about your current plan, or simply have any questions, please call us at (440) 248-5625 or e-mail us at firstname.lastname@example.org.
Diversification does not assure against market loss and there is no guarantee that a diversified portfolio will outperform a non-diversified portfolio.
Five Star award: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1437 Cleveland area wealth managers were considered for the award; 53 (3.6 percent of candidates) were named 2018 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Ashok Shendure and Rajanee Shendure have been named to the Financial Times Top 400 Advisors List: To compile the 2018 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 880 qualified applications were received; 400 advisors were selected, representing 45.4 percent of applicants. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com