Personal Financial Planning

A financial design is a path to achieving your life goals through proper management of your finances. Your design is tailored to your unique objectives. Your design may incorporate:

· Income Tax Planning
· Retirement Planning & Cash Management
· Investment Planning
· Risk Management
· Estate & Trust Planning
· Strategic Philanthropy

To create your design, we must understand your objectives and financial situation. We listen to your experiences, expectations and goals. We evaluate all pertinent financial data. All information you share with us is held strictly confidential.

Based on your needs, we assemble a team of specialists, which collaborates to create your design. In creating your design, the team considers numerous strategies through in-depth analysis and financial modeling. We present the solutions in your design book, which details our recommendations through narrative, visuals and schedules.

To help ensure that you meet your financial goals, we encourage you to work with us and our affiliated companies to implement your design. Through our family of firms, almost any aspect of your design can be achieved - from bookkeeping to trust and estate work. Regardless of with whom you implement your design, we coordinate with your chosen professionals to assist with the process.

Because the financial world is constantly evolving as markets fluctuate and laws change, we encourage you to update your design with us regularly.

BPM Wealth Management, LLC is a CA Registered Investment Advisor. It is not an accounting firm, is not licensed by the California State Board of Accountancy nor does it render legal advice. Securities and insurance services offered through BPM Insurance Services, LLC, member FINRA/SIPC, 600 California Street, Suite 1330, San Francisco, CA 94107 (415)477-8600. CA License #0D28746. Securities also offered through ValMark Securities, Inc. member FINRA/SIPC. 130 Springside Drive, Suite 300, Akron, OH 44333-2431. (800)765-520l. BPM and ValMark are separate entities.