Bunnen Financial Management LLC (BFM), founded in 2006 by Robert L. Bunnen, Jr., Esq. provides financial, tax and investment counseling to individuals, families and small companies.
Because BFM does not sell any products - only services - clients are assured of objective and expert counseling designed to accomplish their individual financial goals. Our smaller size, greater accessibility and customized approach also enable us to offer more personalized attention to each and every client. We can help our clients prepare documents critical to establishing an effective investment plan (e.g. Estate Tax Balance Sheet, Annual Tax Projections, Retirement Analysis, Cash Flow Analysis, etc.).
We offer strengths in a number of financial disciplines. Mr. Bunnen's experience, as a securities attorney with the SEC and as a member of the board of directors of a family office, gives him additional insight into the intricacies of financial planning and advice. BFM has partnered with Gutt Financial Management, LLC. Michael Gutt, President of GFM, is a financial planner, tax attorney and owner of his own investment advisory firm for over 20 years. These qualities allow him to provide a wealth of advice relating to taxes, estate planning, executive compensation issues, and investment management.
The broad range of financial planning services we provide to companies and individuals includes:
* Estate Planning
*Insurance Planning
*Capital Planning
*Income Tax Planning
*Retirement Planning
*Money Management
What kind of work do you do with family offices?
Posted by: Debbie Weil | September 27, 2006 at 02:52 PM