Request a complimentary initial meeting

Email contactus@bfstrategies.com to make an appointment.

Please have copies of the following documents available for our first meeting:

• Current Wills
• Any Trust Instruments
  
• Most Recent Tax Return
• Life Insurance Policies
• Disability Insurance Policies
• Employee Benefit Handbook or Pamphlets
• Retirement Plan (401(k), 403(b), 457, etc.) Information, Including IRA’s
• Most Recent Quarterly Statements on all Assets, Investments, CD’s, Etc.
• A Balance Sheet, Financial Statement, or List of Assets and Liabilities to Determine Net Worth (if unavailable, one can be developed at the initial meeting).

Client Family Testimonials 

"We wanted you to know how much we appreciate you. You are so reliable, smart and organized...we feel well taken care of and quite fortunate." ~ M.S. Guilford, CT

"Nice! When I opened my statement, I had a big smile on my face. Wish I could say the same for my other accounts!" ~ P.L. East Taunton, MA

“We should have done this years ago.” ~ G.S. Windham, NH

"You are the best! I appreciate the exceptional customer service you provide." ~ S.M. Plymouth, MA

“Your clients must all love you.” ~ J.S. Newton, MA

“I feel blessed to have found you to help us deal with our finances. Your presentation of yourself and your commitment to your work are second to none!” ~ M.D. Pembroke, MA

"We have gained so much! Thank you again for excellent advice and help." ~ R.P. Cape Cod, MA

"I can think of no more effective agent in advancing our freedom to live as we choose than the insurance sales person. This person knows the economic and human pulse of the country as few people may, for they walk all streets of American life and they sit down and talk with the youth and mature and the aged. They know our wants. They help in times of need. They build, for they help others to build. They insure the future. They are respected, and they are our friends."     - John F. Kennedy