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BMS Educational Seminar

Date: Feb 03 - Feb 04, 2020

Join us in the Room 205 for these exciting educational seminars for our ranching partners. Seminars are all presented by industry experts from BMS Financial Advisers.

"Learn How The Election Year Will Impact Your Finances!"

-Investment Portfolio-Why taking long-term capital gains may be a good idea
Tax Planning- Converting your portfolio to be more tax efficient
Estate Planning- How will the SECURE Act effect your beneficiaries?

Monday, February 3rd


Tuesday, February 4th

About BMS: The firm was founded in 1998 by Hugh Boyle and Doug Maher. We began with just two employees - Hugh and Doug. Due to our continuing growth, we now employ five staff members assist advisors.

We not only provide financial guidance for individuals, we handle the retirement plans for more than 47 large and small businesses. We offer businesses investment advice on their business plans, 401ks, 403bs, Simple IRAs, Pension and Profit Sharing.

Our motto - Trust, Integrity, Experience - governs how we deal with clients and with each other. We are honored to be part of your life and your business.

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