BMF Investments & Michael Farris, CPA, PFS

History

Licensed the following States: AR, AZ, CA, CO, FL, KS, MN, MO, OK, TX, UT, WI Please refer to our website for more information.

Specialties

We specialize in educating our clients about structuring the right kind of net worth for themselves, to enjoy their financial future. Examples: What good is being a real estate millionaire, if you don't have enough liquid assets to eat, or pay your real estate taxes, or, retire and travel? Conversely, if someone has acquired everything they own in a taxable account, but never saved in a tax-qualified accounts, chances are, that person is being eaten alive with income taxes. We believe in being out of debt, and staying out of debt. What that creates for our clients, is sufficient cash flow in their future - to live the lifestyle they would like to live. We believe in giving back to our community, to help those who helped you, brought you to the dance. We believe in fee-based advice versus earning commissions. Go to our website for more information. Securities, Fee Based Financial Planning & Wealth Management offered through LPL Financial - Member FINRA / SIPC