We're committed to helping our clients plan for their financial security.
Our mission is to inspire our clients in making informed financial decisions through education, communication, and service which exceeds their expectations.
BMWA's primary practice is with professionals, families, and small business owners, whom we partner with in the strategic placement of their assets to help protect against future taxes, inflation, and unforeseen events. We provide quality investment planning guidance to every client on an individualized basis. Our structure of partnerships with CPA's and attorneys allow us to quickly and cost-efficiently help solve even the most complex issues as they may arise for each client's unique situation.
Nurturing our most valuable assets - relationships.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Five creative (and inexpensive) ideas for motivating your employees.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Ascertaining the value of your business is important for a variety of reasons.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations? Here are three tips.
It's easy to let investments accumulate like old receipts in a junk drawer.
With alternative investments, it’s critical to sort through the complexity.
What if instead of buying that vacation home, you invested the money?
There are three things to consider before dipping into retirement savings to pay for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.