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Welcome to BDS Financial Network

BDS is committed to our clients’ long-term financial success, uncompromising ethics, and attentive service. We are interested in enduring relationships with our clients that are mutually beneficial and built on the highest levels of integrity, trust, and service.

Our process of developing and implementing an effective financial plan encompasses three elements, each of which is represented by a letter in our company’s name:

Balance. The financial planning process starts with finding your ideal balance between current spending and saving for future goals.

Diversification. Intelligent diversification goes beyond asset allocation and includes tax diversification, risk diversification, and more. It prevents us from placing all of our eggs into one basket.

Significance. We help clients clarify their financial goals in light of what is important about money to them. What in your life is most significant to you?

Our mission is to help our clients obtain and maintain financial freedom. We do this by getting to know our clients and their needs, developing sensible investment strategies, and providing responsible and dependable service at a reasonable cost.

We encourage you to explore our website and learn more about BDS and the services we provide. If you are looking for help getting on track, need reassurance about your current plan, or simply have any questions, please e-mail us at bds@bdsfn.com or call us at 440-248-5625. 

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Diversification does not assure against market loss and there is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. 

Five Star award criteria includes: being an active credentialed financial professional for a minimum of 5 years, having a favorable regulatory history, fulfillment of firm's internal review, accepting new clients, client retention rates, client assets administered, number of client households, and education and professional designations. No fee is paid to be included in the research or on the final list.The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.For more information, please visit www.fivestarprofessional.com.

The Financial Times Top 400 Financial Advisors is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility.

 

 

30405 Solon Road, Suite 16, Solon, OH 44139
Telephone (440) 248-5625

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