Doug Maher is president and co-founder of BMS Financial Advisors, L.L.C., where our commitment is to provide you with leading edge financial advice supported by a professional team and systems to deliver consistently on that promise.We strive to become a core part of every aspect of our clients lives, not just manage their investments. We see it as being their family Chief Financial Officer (CFO). Just as successful businesses have a CFO, so do our clients. We have helped many people retire, set up an income plan for their retirement, assist them in transitioning their business, make sure their estate plan is in order and help them with their tax planning. We want our clients and encourage them to enjoy the fruits from their hard work and they are more able to accomplish this when they feel they really have a plan as to how to make it happen. Whether it is creating a secure comfortable retirement, navigating the purchase of a second home, ensuring your beneficiaries receive inheritance as you would desire and in the most tax efficient manner, or managing your investment portfolio with the correct mix of return potential while at the same time limiting risk, we strive to come beside our clients and be that CFO for them during the process.Securities offered through SagePoint Financial, Inc. [SPF], member FINRA/SIPC. Investment advisory services offered through BMS Financial Advisors, L.L.C. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.