Individuals and Families

Security. To safeguard what matters most.

Helping individuals and families to make sound decisions to enjoy a full life encompasses quite a wide range of scenarios. We serve people who can picture exactly what their full life looks like as well as those that need advice to help avoid sleepless nights. We serve families considering how their financial situation affects their children, planning for wealth transfer, and thinking through what level of transparency to have with family members. We want to know what matters to you-that will be what matters to us.

“We are honest and upfront with our clients, and they know they can trust the BDF process. The promise we make is how you will be treated as a person.” Matt Mikula