Are you looking for a Financial Advisor you can trust?
Specializing in Money Management and Retirement Planning, BFH Wealth Management LLC provides financial advice on retirement plans, 401k plans, 529 college savings plans, mutual funds, stock investing, bonds and more. My goal is to help you achieve long term financial security.
I am a Fiduciary, which means I am legally obligated to work only in your best interest. I work for you - not a bank, Wall Street firm or insurance company.
I can help you select the best investment options such as stocks, bonds, over 3,000 no load mutual funds, ETFs, REITs, ADRs, cash, and hedging instruments.
I access over a dozen institutional money managers that offer over 80 diversified portfolios, and can help you to diversify by spreading your wealth across different investments to minimize risk.
I understand investing, retirement planning, income maximization and tax reduction strategies designed to grow your wealth, provide increasing retirement income, and manage the risk in your portfolio. Many of my clients save significantly on their tax liabilities, and can invest this money to grow year after year.
Would you like to learn more?
Contact me and lets talk.
Brendan Houlihan 708-280-8753
Principal at BFH Wealth Management LLC
Serving Palos Heights and Surrounding Areas