Brendan Houlihan, Fiduciary
Independent Investment Advisor
Dedicated to helping you reach your retirement goals
Are you looking for a Financial Advisor you can trust?
Specializing in Money Management and Long Term Planning, BFH Wealth Management LLC delivers advice on 401k plans, 529 college savings plans, mutual funds, stock market, bonds and more.
- My goal is to help you and your family achieve long term financial security.
- I am a Fiduciary, legally obligated to work in your best interest. I work for you - not a bank, Wall Street firm or insurance company.
- I advise and educate in selecting the investment options to help you reach your retirement goals.
- Access to over a dozen money managers that offer over 80 diversified portfolio programs.
- Tax reduction strategies designed to grow your wealth and provide more investment income.
Would you like to learn more?
Contact me and lets talk and plan!
Brendan Houlihan 708-280-8753
Principal at BFH Wealth Management LLC
Serving Palos Heights and Surrounding Areas
CALL: 708-280-8753
Questions about Today's Rates or Investments?
I trained with
Elite IRA Advisor Group and monitor changes to the tax code and updates on retirement planning, so I can advise you professionally to keep your retirement dollars safe from unnecessary taxes and fees.
Retirement planning is complicated, I am an IRA specialist and financial professional who invests in education each year. You can benefit from training and knowledge at no cost.
Call me and lets discuss your goals today!
708-280-8753
We can help you with any of these topics:
College Savings Plans - Estate Planning - Finance Planning - Insurance Services - Investment Advice - Investment Financial Advisor - Investment Planning - FREE Investment Review - Investment Strategy - Legacy Planning - Money Management - Investment Distribution Planning - Retirement Investing - Retirement Strategy - Stock Investing - Tax Reduction Strategies
