Financial Solutions

BMS Financial takes great pride in designing and implementing retirement services typically available to large companies and affluent investors.  With BMS, you will have access to an array of investment choices, planning support and personalized services.  These important benefits help take the mystery out of retirement planning and provide the foundation to help you achieve your retirement dreams.  BMS is committed to helping investor’s access high quality retirement services and investment choices, so they can live the life they dream of in retirement.

BMS is committed to helping investor’s access high quality retirement services and investment choices, so they can live the life they dream of in retirement.

• Personalized Plan and Savings Analysis:

Your personalized plan and savings analysis will help you set your savings goals and establish a long-term savings and investment strategy to reach them.  This customized “road map” to retirement will illustrate your projected Social Security and/or State Retirement System benefits, help you calculate your regular savings contributions to get there, and recommend a model investment portfolio that matches your personal investor profile.

• Professional Investment Advice:

To help you invest your savings wisely, the BMS Benefit services program offers a valuable collection of professional investment management and advisory services.  Through a diversified choice of investment options, ongoing investment monitoring and professional portfolio management, you can avoid the all-too-common investor mistakes that undermine long-term success.

• Annual Retirement Plan Review:

Each year, you’ll have the opportunity to receive a customized Annual Retirement Plan Review that reviews the progress of your savings and investment strategy.  Included in this yearly “check-up” is a life stage planning analysis designed to help you determine if it is time to make adjustments to your regular savings and/or investment allocation due to changes in your life or financial circumstances.

• Ongoing Education and Support:

You will benefit from a wide variety of ongoing education and support services that help you better understand the fundamentals of retirement planning while keeping you actively involved in the progress of your plan.  These include online planning resources, newsletters, financial market updates and asset allocation bulletins.

BMS Investment & Annuity Options

• IRA (Individual Retirement Account)
• SEP (Simplified Employee Pension)
• Simple IRA & 401(k) (Savings Incentive Match Plans for Employees of Small Employers)
• 401(k) (Profit Sharing Plans)
• 412(i) (Defined Benefit Pension Plans)
• 403(b) (Retirement Plans)
• 457 (Retirement Plans)
• Annuities

Request a Proposal