Benefit & Financial Strategies


About Us

About Us

  BFS was founded in 1988, focusing on investments and providing financial and estate planning services. Since that time, we have evolved to a full-service firm providing individuals and businesses a wide array of financial, insurance, and employee benefit options. Serving clients within Arizona and across the country, we differentiate ourselves by providing highly personalized and unbiased advice in a relaxed environment.

Success is an exciting prospect for anyone,
but is often coupled with a price.

With greater financial growth comes increased complexity. Whether you're financially established or are just starting out and have a few questions, we can help. Wherever you are today, our team of professionals can provide you with the seasoned and sensible advice you need to help you realize your goals.

We will take time to get to know you and your unique goals before making any recommendations and once we've begun our relationship, we are committed to help with any questions or issues as they arise. All of our services are delivered in a way that's collaborative and educational so that in the end...

we'll be a part of helping you achieve all of your financial goals.


BFS Brochure