I’m here to help make your money work for you.
Let me help you navigate these waters, and educate you along the way so that you truly understand what you are getting.
About BBFSC
Business Benefits Financial Services Consulting (BBFSC) stands out as a unique partner committed to making your money work smarter for you. Founded on making financial guidance accessible and understandable, BBFSC aims to empower clients with personalized education and strategies.
Choosing BBFSC means gaining more than financial services; it means having an advocate with the expertise to navigate financial planning’s complexities. Lead consultant Tammie offers a wealth of knowledge and a tailored approach to ensure confidence in your financial choices.
BBFSC’s services are designed to inform clients about key financial areas, guide them in securing their financial future through various means such as 401K/403B rollovers and small business financial planning, and customize their financial plans to individual needs and objectives. BBFSC is dedicated to helping you start on the right foot, regardless of when you begin planning for your future.
12
Members
5
Awards
100+
Projects
What BBFSC Is About
Medicare
Are you new to Medicare? Do you understand your choices? Have you evaluated your current plan? Has your formulary changed?
Supplemental Insurance
Would you be able to pay your hospital bill or high insurance deductible if you has an emergency? Would you be willing to pay $20 a day or less to have this peace of mind?
401k and 403B Rollover
Did you recently change jobs or start your business? Did you have a 401k or 403b? Let me help you to roll over this investment to safety.
Life Insurance
I put LIFE in life insurance. Do you have life insurance? If you do, do you know what you have? Do your parents have life insurance?
Trusts and Wills
Do you have a will? Is it ice cooled? Did you know it still has to go through probate? Let me explain to you how a trust can help you avoid probate and the expenses that goes with it.
Small Employer Insurance
We can help small employers who can’t afford to add health insurance for your employees but want to retain good employees.
Personal And Targeted Approach
Consulting
BBFSC delivers personalized consulting services, ensuring you navigate the financial landscape confidently. Whether it’s Medicare, supplemental insurance, or life insurance, we’re here to educate and empower you every step of the way.
Goals
At BBFSC, your ambitions drive our commitment. From thoughtful retirement planning, safeguarding your family’s future, to fostering business growth, we’re devoted to transforming your visions into practical, achievable strategies.
Planning
BBFSC prioritizes proactive planning over reactive advice, leveraging our expertise and understanding of your unique situation to develop comprehensive strategies, from individual 401K/403B rollovers to strategic small business planning.
Measure
Success is measured not just by where you start but by how you grow. BBFSC implements and tracks financial strategies that produce tangible results. By measuring progress against your goals, we can ensure continued improvement.
Reviews
What our clients say
David, Founder
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Lisa, Consultant
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Samual, CEO
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Get in touch
Our address
2661 West Roosevelt Boulevard, Monroe, North Carolina 28110, United States
Call Us
336-782-1544
