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Planning/Advice is Accessible without an Assets Under Discretionary Management or Transfer of Assets Requirement

  • For Those Interested in Learning More but Not Ready to Start

  • Work with BFP throughout the year on what is most important to you

    From 250 US dollars
  • Work Time for this will range between 6-10 hours

    Varies by Time
  • Book some time as you need or want advice

    250 US dollars
  • If you want or need, Patrick can take Discretion of your Account

    Annual Fee by %

Contact Us

23 A St
Cumberland, RI 02864

(401) 227-3957

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