What makes BKFi different from other firms when it comes to retirement planning?
We integrate tax expertise into every decision
We don't just advise on taxes—we prepare and file your returns. Our team of CPAs works directly with our financial planners to optimize your complete financial picture. With complex situations like Roth conversions, equity compensation, or deferred income, this integrated approach helps you:
- Project and plan for taxes months in advance, eliminating surprise bills and penalties
- Strategically manage your tax brackets each year to maximize long-term savings
- Coordinate investment decisions with tax strategy for optimal efficiency
We are credentialed
Education and continuous learning are core values at BKFi. Our team consists of Certified Financial Planners, CPAs, and Enrolled Agents. We invest significant time in ongoing education to stay ahead of industry developments and serve you better.
We map your future (your way)
Using sophisticated planning tools, we help piece together the puzzle of your financial future. From retirement age options to spending patterns, you need to know multi-year tax consequences and how they align with your lifestyle choices before they happen. Unlike traditional accountants who focus on the past, we help shape better financial outcomes by showing you clear pathways to your goals and the steps to get there.
We help you take a step back
While we're experts in the technical aspects of planning, we start with understanding what matters most to you. Whether it's early retirement, starting a business, supporting your family, or leaving a legacy - we help identify and achieve your real goals. Our first priority is understanding what you want your money to do for you, then we create the technical framework to get you there.
