BDK Financial Services
TAKE THE TIME TODAY TO PLAN FOR TOMORROW
PLAN INVEST PROTECT
Develop an investment plan that's easy and flexible
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PLANNING: Goal Setting and Projections; Basic or Advanced Planning
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INVESTING: Portfolio Strategy/Design and Investment Management
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PROTECT: Coverage Review and Coordination with Investment Portfolio
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REPORTING: Investments, Planning, Taxes and Progress Reports
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MEETINGS: Informative and Educational; Updating your Goals and Plans
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PERSONAL: Confidential and Convenient. Always In Your Best Interest
Financial advice you deserve to grow and protect your assets
It's time to work with a Financial Advisor
TIME FOR YOURSELF IS NOT A PRIVILEGE
YOU EARNED IT
OUR SERVICES
Planning, investments and insurance for individuals and businesses
Privately held independent company that works directly for our clients benefit
Contact Us for a Free Retirement Assessment
Unbiased opinions with your best interest in mind. Create a financial plan for your investments
Low advisor/client ratio with personal attention to your needs
Planning
Retirement Plans
Estate Planning
Cash Management
College Financing
Tax & Gift planning
Investments
Mutual Funds & ETFs
Stocks & Bonds
Wealth Management
Investment Strategies
Performance Reports
Cost Basis Tracking
Protection
Risk profile indicates needs
Identify loss exposures
Cost effective coverage
Integrates with your plan
Employer benefit review
Your Advisor
Donald G. Wylin, CFP®
President and owner of BDK FInancial Services, Inc.
My job is to help individuals and business owners navigate through the financial maze and create options to reach their goals. I have been working as an independent Financial Advisor since 1992. My qualifications start with a Business Degree from Western Michigan University; major studies in Finance, minor in Mathematics followed with a Certified Financial Planner® designation to give me the backgroud needed to provide sound advice. My registration with BDK Financial allows me to provide investment advice while my life and health insurance license allows me to provide insurance consulting. Also, I participate with service organization activities to give back to the community.