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patrickbourbon.com

Your personal CFO

Your personal CFO. BFM is a comprehensive, independent financial planning firm. We are a fiduciary. BFM offers straightforward annual flat fee with no commission (fee-only).

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CONTACTS AT PATRICKBOURBON.COM

Patrick Bourbon

616 W●●●●●on St

Ch●●go , IL, 60661

US

1.31●●●●6539
pb●●●●●●@yahoo.com

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Patrick Bourbon

616 W●●●●●on St

Ch●●go , IL, 60661

US

1.31●●●●6539
pb●●●●●●@yahoo.com

View this contact

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Your personal CFO | patrickbourbon.com Reviews
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Your personal CFO. BFM is a comprehensive, independent financial planning firm. We are a fiduciary. BFM offers straightforward annual flat fee with no commission (fee-only).
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1 Fiduciary
2 Fee Only
3 Registered Investment Adviser
4 Patrick Bourbon
5 comprehensive
6 independent
7 ethical financial planning firm
8 financial security
9 increase your wealth
10 Customized solutions
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info@bourbonfm com,about us,why bfm,services,benefits,process,mission,newsletters,blog,fiduciary,holistic,straightforward fee,schedule your complimentary,consultation today,subscribe/discover our latest,newsletter,tweets by pbourbon,affc,and champagne
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Your personal CFO | patrickbourbon.com Reviews

https://patrickbourbon.com

Your personal CFO. BFM is a comprehensive, independent financial planning firm. We are a fiduciary. BFM offers straightforward annual flat fee with no commission (fee-only).

INTERNAL PAGES

patrickbourbon.com patrickbourbon.com
1

Resources tips | Your Personal CFO - Bourbon Financial Management

http://www.patrickbourbon.com/resources-tips

1) 312 909 6539. Want to learn more? Subscribe to our FREE newsletter. How to research fund managers. Surprising results of the election. Ways to help you reach your dreams. What happened to the markets. Mistakes to avoid for peace of mind. Low / Negative interest rates. Brexit: UK to Leave EU. Capital Gains - taxes on a loss. Tax update for the French. Have you seen this blog! Good negative returns funds! Ready for a salary raise in 2016? Charts of the markets. Charts of the markets. How to reduce taxes.

2

video - Comprehensive | Your Personal CFO - Bourbon Financial Management

http://www.patrickbourbon.com/video-comprehensive

1) 312 909 6539. Subscribe to the Free BFM Newsletter. 616 W Fulton St. Suite 411. Chicago, IL 60661.

3

Benefits | Your Personal CFO - Bourbon Financial Management

http://www.patrickbourbon.com/services

1) 312 909 6539. We can help you with:. Advice on 401(k) / 403(b) / IRA. Education planning and funding. Advice on the purchase or sale of a home. Budgeting/creating an emergency fund. Debt analysis and credit-related planning. Determining the optimal savings rate. Help you avoid making big mistakes. We are accountable to our clients—we say what we do, and do what we say. We Tailor our Advice to Meet Your Needs. Because you are unique, we work individually with you, customizing our advice and services.

4

Process | Your Personal CFO - Bourbon Financial Management

http://www.patrickbourbon.com/process

1) 312 909 6539. Is dynamic, and your goals. Are incorporated into our overall investment. Decisions. Your objectives and constraints are fully. Considered in formulating our recommendations. To benefit you in an optimal way. Our Focus: Your Needs. We believe in excellence. And always try to improve. We also believe that risk should be recognized, rational, and rewarded. Some people play the game. We try to change it with an innovative. And have enough money as long as you live. BFM makes recommendations...

5

Mission | Your Personal CFO - Bourbon Financial Management

http://www.patrickbourbon.com/mission

1) 312 909 6539. Peace of mind and financial independence by protecting and growing your wealth. Your goals and the best future results given loss tolerance and liquidity requirements. Long-term investors with financial advice and consulting. Our goals are to exceed our clients’ investment objectives and client service expectations through the management of disciplined investment approaches and our absolute focus on client service while leveraging our unique strategies and capabilities. Chicago, IL 60661.

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Disclosures | Your Personal CFO - Bourbon Financial Management

http://www.bourbonfinancialmanagement.com/disclosures

1) 312 909 6539. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. We believe the information obtained from third-party sources to be reliable, but Bourbon Financial Management, LLC does not guarantee its accuracy or completeness. Examples provided are for illustrative purposes only and not intended to be reflective of results you should expect to attain. Past performance is...Or relate...

bourbonfm.net bourbonfm.net

Disclosures | Your Personal CFO - Bourbon Financial Management

http://www.bourbonfm.net/disclosures

1) 312 909 6539. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. We believe the information obtained from third-party sources to be reliable, but Bourbon Financial Management, LLC does not guarantee its accuracy or completeness. Examples provided are for illustrative purposes only and not intended to be reflective of results you should expect to attain. Past performance is...Or relate...

patrickbourbon.net patrickbourbon.net

Disclosures | Your Personal CFO - Bourbon Financial Management

http://www.patrickbourbon.net/disclosures

1) 312 909 6539. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. We believe the information obtained from third-party sources to be reliable, but Bourbon Financial Management, LLC does not guarantee its accuracy or completeness. Examples provided are for illustrative purposes only and not intended to be reflective of results you should expect to attain. Past performance is...Or relate...

bourbonfinancial.com bourbonfinancial.com

Disclosures | Your Personal CFO - Bourbon Financial Management

http://www.bourbonfinancial.com/disclosures

1) 312 909 6539. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. We believe the information obtained from third-party sources to be reliable, but Bourbon Financial Management, LLC does not guarantee its accuracy or completeness. Examples provided are for illustrative purposes only and not intended to be reflective of results you should expect to attain. Past performance is...Or relate...

fr.bourbonfm.com fr.bourbonfm.com

Disclosures | Your Personal CFO - Bourbon Financial Management

http://www.fr.bourbonfm.com/disclosures

1) 312 909 6539. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. We believe the information obtained from third-party sources to be reliable, but Bourbon Financial Management, LLC does not guarantee its accuracy or completeness. Examples provided are for illustrative purposes only and not intended to be reflective of results you should expect to attain. Past performance is...Or relate...

patrickbourbon.fr patrickbourbon.fr

Disclosures | Your Personal CFO - Bourbon Financial Management

http://www.patrickbourbon.fr/disclosures

1) 312 909 6539. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. We believe the information obtained from third-party sources to be reliable, but Bourbon Financial Management, LLC does not guarantee its accuracy or completeness. Examples provided are for illustrative purposes only and not intended to be reflective of results you should expect to attain. Past performance is...Or relate...

mybfm.com mybfm.com

Disclosures | Your Personal CFO - Bourbon Financial Management

http://www.mybfm.com/disclosures

1) 312 909 6539. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. We believe the information obtained from third-party sources to be reliable, but Bourbon Financial Management, LLC does not guarantee its accuracy or completeness. Examples provided are for illustrative purposes only and not intended to be reflective of results you should expect to attain. Past performance is...Or relate...

bourbonfm.org bourbonfm.org

Disclosures | Your Personal CFO - Bourbon Financial Management

http://www.bourbonfm.org/disclosures

1) 312 909 6539. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. We believe the information obtained from third-party sources to be reliable, but Bourbon Financial Management, LLC does not guarantee its accuracy or completeness. Examples provided are for illustrative purposes only and not intended to be reflective of results you should expect to attain. Past performance is...Or relate...

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Your personal CFO

1) 312 909 6539. BFM is a Registered Investment Advisor and focuses on your needs. Discover another video. On why a fiduciary standard is important. BFM takes a personalized view of your entire financial health and goals. We start with finding your why. BFM is conflict-free and acts in your best interest. BFM never accepts commissions, as that would compromise the integrity of our advice. BFM has a flat retainer fee structure (typically $200-$500 per month). Patrick Bourbon, CFA, CFP. Patricks main goal ...

patrickbourbon.fr patrickbourbon.fr

Home | Your Personal CFO - Bourbon Financial Management

1) 312 909 6539. BFM se concentre sur vos besoins et la santé financière de votre patrimoine. Qu’est-ce qu’un fiduciaire ( voir la vidéo. BFM analyse exhaustivement votre situation financière. BFM nacceptera jamais de commission et rétrocession venant de tiers qui pourraient compromettre lintégrité et limpartialité de nos conseils. Ecirc;tes-vous satisfait du rendement de la performance de vos investissements? Si vous avez des doutes, parlez à un professionnel de confiance. BFM assiste ses clients. Sur l...

patrickbourbon.net patrickbourbon.net

Your personal CFO

1) 312 909 6539. BFM is a Registered Investment Advisor and focuses on your needs. Discover another video. On why a fiduciary standard is important. BFM takes a personalized view of your entire financial health and goals. We start with finding your why. BFM is conflict-free and acts in your best interest. BFM never accepts commissions, as that would compromise the integrity of our advice. BFM has a flat retainer fee structure (typically $200-$500 per month). Patrick Bourbon, CFA, CFP. Patricks main goal ...

patrickbourbon.org patrickbourbon.org

Your personal CFO

1) 312 909 6539. BFM is a Registered Investment Advisor and focuses on your needs. Discover another video. On why a fiduciary standard is important. BFM takes a personalized view of your entire financial health and goals. We start with finding your why. BFM is conflict-free and acts in your best interest. BFM never accepts commissions, as that would compromise the integrity of our advice. BFM has a flat retainer fee structure (typically $200-$500 per month). Patrick Bourbon, CFA, CFP. Patricks main goal ...

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