What We Believe Makes the BFT Financial Group Different
1. We Truly Value Our Client Relationships
Because we are a boutique firm – and not a huge national conglomerate – your association with us is uniquely valued. You are not just another account.
2. We Champion Your Commitment to the Relationship
Investing is a journey – with today as your starting point and your dreams and goals as the final destination – and, as your advisors, we strive to be there with you every step of the way. It’s our goal to keep your interests first and invest according to your personal financial goals.
We love developing close and trusting relationships with all of our clients, and in order for you to get the most out of your financial journey, it’s important that you:
- Notify us of any life events that might impact your plan.
- Have patience and understanding when the market fluctuates.
- Be disciplined to stay with your plan.
- Remain invested for the long term.
All of these things will help you along your journey, allowing you to pursue your financial goals and dreams.
3. We Honor Our Commitment to You
We are 100% committed to the success of your financial journey. Our commitment to you is to provide a highly personalized financial planning and money management service that is known for honest, accurate financial information that helps you effectively implement your plan and reach your goals. Our mission is to put your interests first.