If you do not have a financial planner or attorney, you may wish to contact a professional financial planner at (877) 889-9166 for additional information or to set an appointment for a free initial consultation.

Your preliminary, or first meeting with these financial planners is offered as a complimentary service. At this initial meeting, you can discuss with financial planners your needs, wants, and goals for participating in BMF’s Legacy Program.

If more complex financial planning needs are identified through your initial free consultation, planning fees may then be negotiated on an individual basis prior to beginning the actual planning process.