1508 Mountain View Road
There are two aspects to what we do: the time spent researching your options and discussing them with you, and the time spent placing transactions on your behalf. Your initial meeting is complimentary, and we typically do not charge for follow-up meetings and phone calls. If you choose to become a client, your account may be either commission-based or fee-based.
Today's investors face hundreds of options that may not create the results they want. Most people struggle on their own, others rely on an accountant or stockbroker, but if you really want to create financial health, consider this:
Your first meeting will be a relaxed, friendly, get acquainted session, in which your advisor will describe our firm's services. You may discuss your values, interests, health, income, dreams, fears, and family - all of which influence your investment strategy.
We encourage you to bring recent statements of all your current investments - including your retirement plan, savings accounts, CDs, mutual funds, stocks, and bonds. If several members of your family have investments, please bring their statements as well.
BMS Financial Advisors offers complimentary subscriptions to financial newsletters, free financial seminars, and provides guest speakers at no charge to civic groups and organizations.
To receive our newsletters, attend a seminar, or request a guest speaker please contact us at (605) 341-1555.