Bourbon Financial Management, LLC - Excellence - Expertise - Ethics

Investment ManagementIllinois, United States2-10 Employees

►►► AFFORDABLE | NO COMMISSIONS | NO MINIMUMS | CONFLICT-FREE UNBIASED COMPREHENSIVE HOLISTIC FINANCIAL ADVICE ◄◄◄ 

Choosing the right financial planner is an important decision. Due to the knowledge and time commitment required to effectively manage financial strategies, it is hard to complete alone.

We believe that ethical financial planners should place clients' interests ahead of their own interests. The investment approach should be highly disciplined, and based on academic research. Compensation should not only be transparent but also come from only one source: The Client.

Discover BFM at WWW.BOURBONFM.COM to find out more details on how we can help you and your family, and why BFM is UNIQUE with its FEE-ONLY and transparent retainer pricing model.

Did you know that many people spend more time planning for their vacation than planning for their retirement? At BFM, our team helps you prepare for the longest vacation of your life - your retirement.

☂ BFM helps you make better, more informed financial decisions by giving straightforward and conflict-free diversified strategies to maximize asset growth and reduce downside risk.

☂ BFM makes sure that you have enough savings for your entire life so that you can enjoy a comfortable retirement with a secured inflation-protected income.

☂ BFM gives you a financial plan with personalized guidance to keep your portfolios on track with your goals. We neither sell any products nor get incentives by specific sales. 

☂ BFM will continue to monitor and adjust your financial plan as your unique needs and circumstances change. 

☂ BFM provides comprehensive and focused financial planning services. We are your PERSONAL CFO.

If you already work with a financial adviser, we offer a “second opinion” with objective recommendations.

➨ BFM HOLISTICALLY ANALYZES YOUR ENTIRE FINANCIAL LIFE TO CREATE PEACE OF MIND. BFM FOCUSES ON YOUR FINANCIAL WELLNESS.

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