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Home | Your Personal CFO - Bourbon Financial Management

Your personal CFO. BFM is a comprehensive, independent financial planning firm. We are a fiduciary. BFM offers straightforward annual flat fee with no commission (fee-only).

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1.31●●●●6539
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Home | Your Personal CFO - Bourbon Financial Management | bourbonfm.net Reviews

https://bourbonfm.net

Your personal CFO. BFM is a comprehensive, independent financial planning firm. We are a fiduciary. BFM offers straightforward annual flat fee with no commission (fee-only).

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Process | Your Personal CFO - Bourbon Financial Management

http://www.bourbonfm.net/process

1) 312 909 6539. Is dynamic, and your goals. Are incorporated into our overall investment. Decisions. Your objectives and constraints are fully. Considered in formulating our recommendations. To benefit you in an optimal way. Our Focus: Your Needs. We believe in excellence. And always try to improve. We also believe that risk should be recognized, rational, and rewarded. Some people play the game. We try to change it with an innovative. And have enough money as long as you live. BFM makes recommendations...

2

video - fiduciary | Your Personal CFO - Bourbon Financial Management

http://www.bourbonfm.net/video-fiduciary

1) 312 909 6539. Subscribe to the Free BFM Newsletter. 616 W Fulton St. Suite 411. Chicago, IL 60661.

3

Resources tips | Your Personal CFO - Bourbon Financial Management

http://www.bourbonfm.net/resources-tips

1) 312 909 6539. Want to learn more? Subscribe to our FREE newsletter. Low / Negative Interest Rates. Brexit: UK to Leave EU. Capital Gains – Taxes on a Loss. Tax Update for the French. Have you seen this blog! Good negative returns funds! Ready for a salary raise in 2016? Charts of the markets. Charts of the markets. Ready for higher interest rates. Charts of the markets. We are still positive on real estate. How to reduce taxes. Thoughts about Japan disaster. Wall Street top stocks. Best of BFM Part II.

4

Mission | Your Personal CFO - Bourbon Financial Management

http://www.bourbonfm.net/mission

1) 312 909 6539. Peace of mind and financial independence by protecting and growing your wealth. Your goals and the best future results given loss tolerance and liquidity requirements. Long-term investors with financial advice and consulting. Our goals are to exceed our clients’ investment objectives and client service expectations through the management of disciplined investment approaches and our absolute focus on client service while leveraging our unique strategies and capabilities. Chicago, IL 60661.

5

Why BFM? | Your Personal CFO - Bourbon Financial Management

http://www.bourbonfm.net/why-bfm

1) 312 909 6539. We help professionals and expatriates worldwide who want to enjoy a COMFORTABLE RETIREMENT. At a chosen lifestyle by giving non-conflicted advice, and by optimizing their portfolios in a world of lower returns and higher taxes. BFM acts in a fiduciary capacity. With you. As such, we place your interests ahead of our own, at all times, without exception. Our incentives are aligned with our clients. Compensation comes from only one source: you, our client. Fee only - No commission. The ave...

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1) 312 909 6539. BFM is a Registered Investment Advisor and focuses on your needs. Discover another video. On why a fiduciary standard is important. BFM takes a personalized view of your entire financial health and goals. We start with finding your why. BFM is conflict-free and acts in your best interest. BFM never accepts commissions, as that would compromise the integrity of our advice. BFM has a flat retainer fee structure (typically $200-$500 per month). Patrick Bourbon, CFA, CFP. Patricks main goal ...

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Home | Your Personal CFO - Bourbon Financial Management

1) 312 909 6539. BFM is a Registered Investment Advisor and focuses on your needs. See another video. On why a fiduciary standard is important. BFM takes a personalized. View of your entire financial health. BFM acts in your best interest. BFM never accepts third-party incentives/commissions, as that would compromise the integrity and impartiality of our advice. Subscribe to the Free BFM Newsletter. 616 W Fulton St. Suite 411. Chicago, IL 60661.

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Home | Your Personal CFO - Bourbon Financial Management

1) 312 909 6539. BFM is a Registered Investment Advisor and focuses on your needs. See another video. On why a fiduciary standard is important. BFM takes a personalized. View of your entire financial health. BFM acts in your best interest. BFM never accepts third-party incentives/commissions, as that would compromise the integrity and impartiality of our advice. Subscribe to the Free BFM Newsletter. 616 W Fulton St. Suite 411. Chicago, IL 60661.

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1) 312 909 6539. BFM is a Registered Investment Advisor and focuses on your needs. Discover another video. On why a fiduciary standard is important. BFM takes a personalized view of your entire financial health and goals. We start with finding your why. BFM is conflict-free and acts in your best interest. BFM never accepts commissions, as that would compromise the integrity of our advice. BFM has a flat retainer fee structure (typically $200-$500 per month). Patrick Bourbon, CFA, CFP. Patricks main goal ...

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