Getting Started...
The first step is to spend a few minutes, free of cost and obligation, to get a general understanding of your situation and your needs. This allows us to determine the level of service and resources needed to help you. Your immediate needs will be addressed and we will create a game plan for us to follow. We may visit over the phone or arrange a convenient meeting.
After we discuss your needs we will gather the information needed, review your records and do a financial analysis. This includes a baseline report as a tool to compare options, adjust goals and monitor your progress. Once you are satisfied with the baseline report we will help you implement the plan and update the plan as time passes.
All inquires are confidential to be used by BDK Financial Services, Inc. only.
Call, write or forward a message using the information below!
BDK Financial Servcies, Inc.
12447 Stone Drive
Indianapolis, Indiana 46236
Phone: 317-823-4271
Fax: 317--823-8735