TAKE THE TIME TODAY TO PLAN FOR TOMORROW...

PLANNING, INVESTMENTS & PROTECTION TO FIT YOUR NEEDS
Introduction
Background & Services
Your Advisor
How may we help?
Disclosure
BDK Financial Services, Inc is an Indiana corporation established in 2001 with clients in several states across the country.  The company is a Registered Investment Advisor and Insurance Agency to provide planning, investments and insurance for individuals and businesses.  We are a privately held independent company that works directly for our clients with no obligation to a parent or related company.
 
As an independent private company, we are able to provide unbiased opinions with your best interest in mind.  We specialize in customizing a financial plan and investment process to fit your personal life and financial goals for you and your family.  Our focus is to have a low advisor/client ratio so we can provide personal attention to your needs.  We take the time today to prepare you for tomorrow. 

Planning:  Basic reports or in depth comprehensive reports to plan for College, Retirement, Estate or Business transition.  Advance planning is also available for Executive Benefits, Long Term Care, Estate settlement and Charitable Giving.  Starting with the basic task of organizing your files to allow accurate and complete planning.  Then working to monitor cash flow and tax planning to maximize sources available. 

Investments:  We use modern portfolio theory asset allocation with static or tactical strategies as portfolio guidelines for the framework of your portfolio strategies.  Investing vehicles include Mutual Funds, ETF's, Stocks, Bonds and other specialty holdings.  Ongoing monitoring and re-balancing the managed portfolios with performance reports to measure the returns.  Additional cost basis tracking and custom reports are available as indicated.

Protection:  Making a plan and investing wisely is essential.  Protecting for the unexpected is prudent.  Many times, insurance is the best way to protect you.  Your risk profile will indicated needs and solutions for covering Health, Life, Disability, Long Term Care, Property and Casualty liabilities.  Proper use of Annuities also provide a tax efficient, safe and certain way to compliment your investment and income strategy.