BCK Partners offers comprehensive financial management for its client families that includes tax planning and preparation, estate planning, retirement planning, and education planning to name a few. From an investment perspective, BCK Partners believes in balanced, diversified portfolios. These can best be achieved through ETF’s, Index Funds, individual bonds, and bond funds.
Although many professionals call themselves “financial planners,” the principals of BCK Partners, Inc. are CFP® professionals and have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interests.