Financial Advisor
Retirement with More Money
Your Financial Consultant
in Palos Heights and
Surrounding Areas
Are you looking for a Financial Advisor you can trust?
Specializing in Money Management and Retirement Planning, 401k plan
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 bonus savings
to grow their investments pain free year after year.
Would you like to learn more?
Contact me and lets talk. No obligation, lets explore if I can offer the best possible investment advice and honest recommendations that you can use. Plus, I am local. I support local groups and am an active volunteer here in the area. Don't trust a voice at the other end of an 800 number.
Brendan Houlihan 708-280-8753
Principal at BFH Wealth Management LLC
Serving Palos Heights and Surrounding Areas
