Referral Partners

As a trusted advisor to your clients, you often are aware that your client may need additional services to assist them in handling their every day financial affairs.  When you recognize the benefits of using a professional daily money manager for your client, you will continue to be recognized as a resource to your client, while feeling confident that your client is put in capable and honest hands.     

Why Choose BPS to refer to your clients?

• We can meet with our clients in their home, where we can best assess their unique situation
• We will provide a free initial consultation to determine whether or not our services are the right solution
• Each client is assigned a dedicated Financial Case Manager
• We back up our clients data in a offsite location to ensure their information is safe and secure
• We carry errors and omissions insurance and a third party employee dishonesty bond
• Because we have a full time staff, our clients never have to worry about the office being closed due to an illness or vacation
• We have experienced and knowledgeable staff including Certified National Guardians and a certified Professional Daily Money Manager
• We are a small office that dedicates personal attention to our clients