Brendan Houlihan
Independent Financial Advisor
Dedicated to helping you reach your retirement goals
Are you looking for a Financial Advisor you can trust?
Specializing in Money Management and Retirement Planning, BFH Wealth Management LLC delivers advice on qualified retirement plans, 529 college savings plans, mutual funds, stocks, 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 retirement 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
Questions about Today's Rates or Investments?
I am a member of Elite IRA Advisor Group and train with Ed Slott and his team of IRA Experts on a continuous basis. This training includes immediate notification of 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 $7,000 in education each year, just in IRAs alone. You can benefit from
training and knowledge at no cost.
I am one of approximately 450 members throughout the country armed with current, cutting-edge IRA information to help service their clients and clients' families. Our group encompasses a range of financial advisors, CPAs, estate planning attorneys and insurance agents. These high-caliber advisors are specialists in retirement distribution planning.
Call me and lets start a discussion today!
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 - Retirement Distribution Planning - Retirement Investing - Retirement Strategy - Stock Investing - Tax Reduction Strategies
