Nancy Bryant: Wealth Manager
Helping Clients Build and Use Wealth Wisely
Over 30 years experience
in all areas of financial planning and wealth management
Financial Goal Setting
The financial planning process is built around goal setting. BFA will assist in helping formulate and quantify a client’s desired goals. We will co-create a “how to” plan for meeting stated goals. At least annually, we review your goals with you, measure your progress and suggest action steps to realizing desired outcomes.
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InvestmentPlanning
Managing your assets prudently so that you can successfully meet your intended goals is at the core of sound investment management. BFA will work with you to create an investment plan that fits your risk profile, return expectations, earning and savings capacity and intended goals.
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RetirementPlanning
We discuss the many avenues of saving for retirement in the most effective and tax-efficient manner possible given each client’s needs and circumstances. We will recommend a plan for drawing down assets in retirement in order to maximize the use and longevity of the assets over your lifetime.
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Asset Protection and Risk Management
BFA will review potential risks that could threaten a client’s financial stability and recommend ways to adequately cover those risks in the most cost effective manner. We don’t sell insurance products; we analyze current coverage for appropriateness and adequacy and suggest coverage that would best protect a client’s assets and financial position.
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