BALANCE IS OUR FIRST NAME
The Advisors at BDS Financial Network provide the trusted financial guidance you want so you can live your life to the fullest.We’re here to help you!
LET US HELP YOU THROUGH THE FINANCIAL PLANNING PROCESS
Our mission is to help you achieve financial independence. To this end, we employ three core elements in every client’s plan known as Balance, Diversification, and Significance.
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 can help you clarify your financial goals in light of what is important to you. What in your life is most significant to you?
WHAT CAN A BDS FINANCIAL ADVISOR DO TO HELP YOU REACH YOUR FINANCIAL GOALS?
We know that planning your finances for the future isn’t always easy. If you’re asking yourself any of these questions, we’ll be here to help you every step of the way.
Financial Planning
Are your financial goals on the right path to success?
Investment Planning
Are you taking advantage of the best-suited college funding opportunities for you?
Retirement Planning
Is your nest egg growing enough to prepare you for retirement?
Saving for College
Do you have the proper selection of investments to hit your goals?
Tax Planning
Has there been a lot of changes to your finances this year? We can help!
Estate Planning
Have you designated all your beneficiaries for all your assets?
Risk Planning
Do you have a protection plan in place in the event of long term care, lawsuits, death, etc?
Discover More
Learn more about our services and what we can do together.
“The future is in your hands. You just have to plant the right seeds.”
– Master Choa Kok Sui
LET’S WORK TOGETHER ON THIS
Give us a call at our Solon or Medina Office to setup a complimentary initial consultation.
WHAT SHOULD I BRING TO MY FIRST APPOINTMENT?
We understand that it can be a little intimidating, but we want to take the
worry out of the equation and help make things easy for you.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
