Where care meets craft. ™
sublayersublayer
Mission Statement
Our dedicated focus is a custom, caring partnership with our clients. It’s a relationship built for success - providing purpose, clarity and peace of mind in an established planning process.

We craft meaningful financial solutions to achieve the most favorable outcome for each client’s unique aspirations.

Introducing

  • New Website Design New Website Design
    We’ve refocused. We’ve revamped. We’ve synced a new website design to a new content management system giving us the capability to produce and add fresh, timely content efficiently, place it in categories and chronologically for easy access. The result is an organic website that will invite special opportunities. As new content is posted, for example, a trend story on long-term care insurance, all will be archived for future reference.
    Our intention is to move beyond being a source for good, standard financial content and add the capability for immediacy, with the site being a content hub for updated information along with the capability (for all of us) to interact. Inviting you to take a good look, kick the content. We're excited about our new Community Response Gift Fund that invites your participation and the debut of our e-newsletter, the Digital Times. Much more to come, do visit with us regularly, especially "Noteworthy" on the homepage for the latest.
    -David & Derek

Noteworthy

 

WSJ Saving for Retirement A New (Old) Pitch for Variable Annuities

For your end-of-the summer reading is a Wall Street Journal Article that David was interviewed for describing one of the hedging strategies employed by BFS for their clients. In this article David, along with other financial advisers, talks about alternative investments approaches to protect clients’ downside during negative market volatility.

 

Beauport Financial Digital Times

Our e-newsletter will report on need-to-know trends, relevant news and timely information that can inform your decisions, together with our advisory services.

 

Snaps!

On occasion, we will be posting photos of our clients, staff and colleagues relating to the firm’s events.  The current gallery of photos is from our 2013 Holiday Party.