BD'A is a Different Kind of Financial Professional
At BD'A, we put the spotlight on you and helping you on your path to financial success. Being a fee-only, Certified Financial Planner is only the beginning, several other factors set BD'A apart from other professionals:
Personalized Recommendations
BD'A does not take all of your information, load it into a computer program and provide you with the generated answer. We take the time to listen to who you are, what you want and craft a personalized blueprint for you to get there.
No Confusing Charts
Sure, we will provide a few graphs to show if you are on track for retirement of other saving goals, but we will not overwhelm you with market graphs and unnecessary financial data. A strong financial plan should be grounded in the fundamental principles of investing for the long-term. When you invest for the proper time horizon, to meet agreed upon goals, you do not need the constant input of market information.
Comprehensive Financial Planning
Know what you need and contact the right professional. A true Financial Planner is different than a Money Manager, Asset Manager or a Broker. If you are very well acquainted with the markets and investing and simply need someone to help you determine and manage the best allocation of your investments, any of these specialist can help you. A Financial Planner provides you a strategy to reach your goals that takes into account budgeting, saving, insurance, taxes and estate planning.
Read more about Beth D'Andrea
here.