BDK Financial Services

    TAKE THE TIME TODAY TO PLAN FOR TOMORROW

                                        PLAN    INVEST    PROTECT
Develop an investment plan that's easy and flexible
  • PLANNING:  Goal Setting and Projections; Basic or Advanced Planning

  • INVESTING:  Portfolio Strategy/Design and Investment Management

  • PROTECT:     Coverage Review and Coordination with Investment Portfolio

  • REPORTING: Investments, Planning, Taxes and Progress Reports

  • MEETINGS:   Informative and Educational; Updating your Goals and Plans

  • PERSONAL:   Confidential and Convenient. Always In Your Best Interest

Financial advice you deserve to grow and protect your assets

It's time to work with a Financial Advisor

TIME FOR YOURSELF IS NOT A PRIVILEGE

YOU EARNED IT

OUR SERVICES

Planning, investments and insurance for individuals and businesses

Privately held independent company that works directly for our clients benefit

Click Here for a Free Retirement Assessment

Unbiased opinions with your best interest in mind.  Create a financial plan for your investments

Low advisor/client ratio with personal attention to your needs

Planning 

Retirement Plans

Estate Planning 

Cash Management

College Financing

Tax & Gift planning

Investments

Mutual Funds & ETFs

Stocks & Bonds

Wealth Management

Investment Strategies

Performance Reports

Cost Basis Tracking

Protection

Risk profile indicates needs

Identify loss exposures

Cost effective coverage

Integrates with your plan

Employer benefit review

Your Advisor

Donald G. Wylin, CFP®

President and owner of BDK FInancial Services, Inc.

My job is to help individuals and business owners navigate through the financial maze and create options to reach their goals. I have been working as an independent Financial Advisor since 1992. My qualifications start with a Business Degree from Western Michigan University; major studies in Finance, minor in Mathematics followed with a Certified Financial Planner®  designation to give me the backgroud needed to provide sound advice. My registration with BDK Financial allows me to provide investment advice while my life and health insurance license allows me to provide insurance consulting. Also, I participate with service organization activities to give back to the community.

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